TFO
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Timonier Family Office’s iShares Russell 1000 Value ETF IWD Stock Holding History

Timonier Family Office’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
2025
Q4 		$250K Hold
1,189
– – 0.08% 55
2025
Q3 		$242K Hold
1,189
– – 0.08% 55
2025
Q2 		$231K Buy
+1,189
New +$220K 0.09% 54

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Timonier Family Office's IWD Position: Q4 2025 in Review

Timonier Family Office held its iShares Russell 1000 Value ETF (IWD) position steady in Q4 2025 at 1,189 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #55.

Timonier Family Office first reported a position in IWD in Q2 2025 and has held it in 3 quarters since. 1,906 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

  • Timonier Family Office held 1,189 shares of iShares Russell 1000 Value ETF worth $250K as of Q4 2025.
  • Timonier Family Office left its iShares Russell 1000 Value ETF share count unchanged in Q4 2025.
  • iShares Russell 1000 Value ETF made up 0.08% of Timonier Family Office's portfolio in Q4 2025, its #55 holding.
  • Timonier Family Office first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,906 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Timonier Family Office's 13F filing for Q4 2025, filed 4 Feb 2026.