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

Tranquility 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 		$1.38M Buy
6,458
+444
+7% +$97.2K 0.52% 50
2025
Q4 		$1.27M Sell
6,014
-84
-1% -$17.4K 0.46% 55
2025
Q3 		$1.24M Sell
6,098
-404
-6% -$80.4K 0.42% 59
2025
Q2 		$1.26M Sell
6,502
-67
-1% -$12.4K 0.45% 62
2025
Q1 		$1.24M Buy
6,569
+271
+4% +$51.6K 0.48% 61
2024
Q4 		$1.18M Sell
6,298
-72
-1% -$13.8K 0.44% 60
2024
Q3 		$1.21M Buy
6,370
+94
+1% +$17.1K 0.44% 63
2024
Q2 		$1.09M Sell
6,276
-7
-0.1% -$1.22K 0.42% 63
2024
Q1 		$1.13M Buy
6,283
+137
+2% +$23.2K 0.43% 66
2023
Q4 		$1.02M Sell
6,146
-955
-13% -$147K 0.43% 69
2023
Q3 		$1.08M Sell
7,101
-1,377
-16% -$218K 0.46% 58
2023
Q2 		$1.34M Buy
8,478
+4,385
+107% +$670K 0.58% 46
2023
Q1 		$623K Sell
4,093
-3,945
-49% -$609K 0.3% 92
2022
Q4 		$1.22M Sell
8,038
-290
-3% -$43.4K 0.62% 49
2022
Q3 		$1.13M Sell
8,328
-218
-3% -$32.8K 0.63% 43
2022
Q2 		$1.24M Buy
8,546
+358
+4% +$56K 0.64% 40
2022
Q1 		$1.36M Buy
8,188
+517
+7% +$84.9K 0.64% 42
2021
Q4 		$1.29M Buy
7,671
+502
+7% +$82.2K 0.6% 46
2021
Q3 		$1.12M Buy
7,169
+6
+0.1% +$962 0.57% 48
2021
Q2 		$1.14M Buy
7,163
+175
+3% +$27.7K 0.64% 44
2021
Q1 		$1.06M Buy
6,988
+4
+0.1% +$579 0.66% 45
2020
Q4 		$955K Hold
6,984
– – 0.67% 46
2020
Q3 		$825K Sell
6,984
-1,020
-13% -$121K 0.7% 44
2020
Q2 		$901K Sell
8,004
-3,252
-29% -$358K 0.85% 29
2020
Q1 		$1.12M Buy
11,256
+144
+1% +$17.9K 1.28% 21
2019
Q4 		$1.52M Sell
11,112
-519
-4% -$68.4K 1.37% 19
2019
Q3 		$1.49M Buy
11,631
+775
+7% +$98.5K 1.58% 15
2019
Q2 		$1.38M Buy
+10,856
New +$1.36M 1.49% 16

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tranquility Partners's IWD Position: Q1 2026 in Review

Tranquility Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 7.4% in Q1 2026, buying an estimated $97.2K and bringing the position to 6,458 shares worth $1.38M. The position accounts for 0.52% of the portfolio, ranked #50.

Tranquility Partners first reported a position in IWD in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.52M in Q4 2019. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Tranquility Partners held 6,458 shares of iShares Russell 1000 Value ETF worth $1.38M as of Q1 2026.
  • Tranquility Partners bought 444 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $97.2K.
  • iShares Russell 1000 Value ETF made up 0.52% of Tranquility Partners's portfolio in Q1 2026, its #50 holding.
  • Tranquility Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2019 and has held it in 28 quarters since.
  • Tranquility Partners's iShares Russell 1000 Value ETF position peaked at $1.52M in Q4 2019.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.