TFC Financial Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

TFC Financial Management’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$342K	Buy	1,380 +2	+0.1%	+$506	0.04%	105
2026 Q2	$334K	Buy	1,378 +2	+0.1%	+$466	0.04%	111
2026 Q1	$294K	Buy	1,376 +355	+35%	+$77.7K	0.04%	108
2025 Q4	$215K	Hold	1,021	–	–	0.03%	125
2025 Q3	$208K	Buy	1,021 +38	+4%	+$7.56K	0.03%	124
2025 Q2	$191K	Hold	983	–	–	0.03%	131
2025 Q1	$185K	Hold	983	–	–	0.03%	125
2024 Q4	$182K	Hold	983	–	–	0.03%	133
2024 Q3	$187K	Hold	983	–	–	0.03%	132
2024 Q2	$172K	Hold	983	–	–	0.03%	132
2024 Q1	$176K	Hold	983	–	–	0.03%	129
2023 Q4	$162K	Hold	983	–	–	0.03%	134
2023 Q3	$149K	Hold	983	–	–	0.04%	131
2023 Q2	$155K	Hold	983	–	–	0.04%	131
2023 Q1	$150K	Hold	983	–	–	0.04%	129
2022 Q4	$149K	Hold	983	–	–	0.04%	118
2022 Q3	$134K	Hold	983	–	–	0.04%	115
2022 Q2	$143K	Hold	983	–	–	0.04%	116
2022 Q1	$163K	Hold	983	–	–	0.05%	117
2021 Q4	$165K	Hold	983	–	–	0.05%	123
2021 Q3	$154K	Hold	983	–	–	0.05%	122
2021 Q2	$156K	Hold	983	–	–	0.05%	115
2021 Q1	$149K	Hold	983	–	–	0.06%	109
2020 Q4	$134K	Hold	983	–	–	0.06%	114
2020 Q3	$116K	Buy	+983	New	+$117K	0.06%	106

Other funds holding IWD

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

TFC Financial Management's IWD Position: Q3 2026 in Review

TFC Financial Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.15% in Q3 2026, buying an estimated $506 and bringing the position to 1,380 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #105.

TFC Financial Management first reported a position in IWD in Q3 2020 and has held it in 25 quarters since. 920 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

TFC Financial Management held 1,380 shares of iShares Russell 1000 Value ETF worth $342K as of Q3 2026.
TFC Financial Management bought 2 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $506.
iShares Russell 1000 Value ETF made up 0.04% of TFC Financial Management's portfolio in Q3 2026, its #105 holding.
TFC Financial Management first reported a position in iShares Russell 1000 Value ETF in Q3 2020 and has held it in 25 quarters since.
920 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.