TFO Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

TFO Wealth Partners’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 Q1	$1.29M	Buy	6,051 +23	+0.4%	+$5.04K	0.18%	37
2025 Q4	$1.27M	Buy	6,028 +30	+0.5%	+$6.2K	0.19%	32
2025 Q3	$1.22M	Buy	5,998 +1,186	+25%	+$236K	0.2%	29
2025 Q2	$935K	Hold	4,812	–	–	0.16%	28
2025 Q1	$905K	Buy	+4,812	New	+$916K	0.18%	25
2024 Q4	–	Sell	-7,402	Closed	-$1.4M	–	21
2024 Q3	$1.4M	Hold	7,402	–	–	0.26%	21
2024 Q2	$1.29M	Hold	7,402	–	–	0.25%	20
2024 Q1	$1.33M	Hold	7,402	–	–	0.26%	20
2023 Q4	$1.22M	Hold	7,402	–	–	0.25%	20
2023 Q3	$1.17M	Hold	7,402	–	–	0.24%	22
2023 Q2	$1.17M	Hold	7,402	–	–	0.25%	20
2023 Q1	$1.13M	Buy	7,402 +7,330	+10,181%	+$1.13M	0.25%	20
2022 Q4	$17.4K	Sell	72 -7,330	-99%	-$1.1M	﹤0.01%	90
2022 Q3	$1.01M	Hold	7,402	–	–	0.25%	21
2022 Q2	$1.07M	Hold	7,402	–	–	0.24%	21
2022 Q1	$1.23M	Hold	7,402	–	–	0.24%	21
2021 Q4	$1.21M	Hold	7,402	–	–	0.23%	19
2021 Q3	$1.16M	Hold	7,402	–	–	0.23%	19
2021 Q2	$1.17M	Hold	7,402	–	–	0.23%	16
2021 Q1	$1.12M	Hold	7,402	–	–	0.34%	14
2020 Q4	$1.01M	Buy	+7,402	New	+$949K	0.32%	14

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TFO Wealth Partners's IWD Position: Q1 2026 in Review

TFO Wealth Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 0.38% in Q1 2026, buying an estimated $5.04K and bringing the position to 6,051 shares worth $1.29M. The position accounts for 0.18% of the portfolio, ranked #37.

TFO Wealth Partners first reported a position in IWD in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.4M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

TFO Wealth Partners held 6,051 shares of iShares Russell 1000 Value ETF worth $1.29M as of Q1 2026.
TFO Wealth Partners bought 23 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $5.04K.
iShares Russell 1000 Value ETF made up 0.18% of TFO Wealth Partners's portfolio in Q1 2026, its #37 holding.
TFO Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 21 quarters since.
TFO Wealth Partners's iShares Russell 1000 Value ETF position peaked at $1.4M in Q3 2024.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.