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TPG Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

TPG Financial Advisors’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
Q2 		$7.98M Buy
32,922
+671
+2% +$156K 2.38% 17
2026
Q1 		$6.89M Buy
32,251
+8,918
+38% +$1.95M 2.24% 19
2025
Q4 		$4.91M Buy
23,333
+440
+2% +$90.9K 1.64% 22
2025
Q3 		$4.66M Buy
22,893
+93
+0.4% +$18.5K 1.74% 22
2025
Q2 		$4.43M Sell
22,800
-1,890
-8% -$350K 1.77% 23
2025
Q1 		$4.65M Buy
24,690
+646
+3% +$123K 2.05% 19
2024
Q4 		$4.45M Buy
24,044
+505
+2% +$96.9K 1.94% 19
2024
Q3 		$4.47M Buy
23,539
+1,813
+8% +$330K 2.01% 16
2024
Q2 		$3.79M Buy
+21,726
New +$3.8M 1.79% 20
2023
Q4 		$3.28M Sell
19,801
-1,191
-6% -$184K 1.67% 20
2023
Q3 		$3.19M Buy
20,992
+1,144
+6% +$181K 1.65% 20
2023
Q2 		$3.13M Buy
19,848
+4,082
+26% +$624K 1.64% 21
2023
Q1 		$2.4M Buy
15,766
+31
+0.2% +$4.79K 1.31% 23
2022
Q4 		$2.39M Sell
15,735
-3,261
-17% -$488K 1.45% 18
2022
Q3 		$2.58M Buy
+18,996
New +$2.85M 1.59% 18

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TPG Financial Advisors's IWD Position: Q2 2026 in Review

TPG Financial Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 2.1% in Q2 2026, buying an estimated $156K and bringing the position to 32,922 shares worth $7.98M. The position accounts for 2.38% of the portfolio, ranked #17.

TPG Financial Advisors first reported a position in IWD in Q3 2022 and has held it in 15 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • TPG Financial Advisors held 32,922 shares of iShares Russell 1000 Value ETF worth $7.98M as of Q2 2026.
  • TPG Financial Advisors bought 671 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $156K.
  • iShares Russell 1000 Value ETF made up 2.38% of TPG Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • TPG Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and has held it in 15 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.