Tull Financial Group
IWD icon

Tull Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Tull Financial Group’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
Q3 		$216K Hold
872
– – 0.08% 29
2026
Q2 		$211K Buy
+872
New +$203K 0.08% 32
2026
Q1 		– Sell
-996
Closed -$209K – 32
2025
Q4 		$209K Hold
996
– – 0.09% 32
2025
Q3 		$203K Sell
996
-178
-15% -$35.4K 0.09% 31
2025
Q2 		$228K Buy
+1,174
New +$217K 0.1% 31

Other funds holding IWD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Tull Financial Group's IWD Position: Q3 2026 in Review

Tull Financial Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 872 shares worth $216K. The position accounts for 0.08% of the portfolio, ranked #29.

Tull Financial Group first reported a position in IWD in Q2 2025 and has held it in 5 quarters since. The position peaked at $228K in Q2 2025. 1,306 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Tull Financial Group held 872 shares of iShares Russell 1000 Value ETF worth $216K as of Q3 2026.
  • Tull Financial Group left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Value ETF made up 0.08% of Tull Financial Group's portfolio in Q3 2026, its #29 holding.
  • Tull Financial Group first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Tull Financial Group's iShares Russell 1000 Value ETF position peaked at $228K in Q2 2025.
  • 1,306 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Tull Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.