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
2026 Q2	$6.09K	Buy	+25	New	+$5.82K	﹤0.01%	367
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Tucker Asset Management's IWD Position: Q2 2026 in Review

Tucker Asset Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 25 shares worth $6.09K. The stake represents ﹤0.01% of the portfolio and ranks #367 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in IWD as recently as Q1 2025.

Tucker Asset Management first reported a position in IWD in Q1 2021 and has held it in 5 quarters since. The position peaked at $28.6K in Q1 2021. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Tucker Asset Management held 25 shares of iShares Russell 1000 Value ETF worth $6.09K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Tucker Asset Management position in Q2 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q2 2026, its #367 holding.
Tucker Asset Management first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 5 quarters since.
Tucker Asset Management's iShares Russell 1000 Value ETF position peaked at $28.6K in Q1 2021.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.