Tucker Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Tucker Asset 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
2025 Q2	–	Sell	-21	Closed	-$3.95K	–	317
2025 Q1	$3.95K	Buy	+21	New	+$4K	﹤0.01%	267
2024 Q3	–	Sell	-11	Closed	-$1.92K	–	1573
2024 Q2	$1.92K	Buy	+11	New	+$1.92K	﹤0.01%	1326
2023 Q2	–	Sell	-47	Closed	-$7.16K	–	1231
2023 Q1	$7.16K	Buy	+47	New	+$7.26K	﹤0.01%	622
2021 Q2	–	Sell	-189	Closed	-$28.6K	–	358
2021 Q1	$28.6K	Buy	+189	New	+$27.3K	0.02%	109

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tucker Asset Management's IWD Position: Q2 2025 in Review

Tucker Asset Management sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2025, closing a stake of 21 shares — an estimated $3.95K sold.

Tucker Asset Management first reported a position in IWD in Q1 2021 and held it in 4 quarters. The position peaked at $28.6K in Q1 2021. 1,734 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

Tucker Asset Management reported no remaining iShares Russell 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
Tucker Asset Management sold 21 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $3.95K.
Tucker Asset Management first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and held it in 4 quarters.
Tucker Asset Management's iShares Russell 1000 Value ETF position peaked at $28.6K in Q1 2021.
1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Tucker Asset Management's 13F filing for Q2 2025, filed 6 Jan 2026.