Turtle Creek Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Turtle Creek Wealth 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 Q1	$1.3M	Sell	6,085 -2,110	-26%	-$462K	0.1%	129
2025 Q4	$1.72M	Buy	8,195 +2,110	+35%	+$436K	0.14%	110
2025 Q3	$1.24M	Hold	6,085	–	–	0.11%	116
2025 Q2	$1.18M	Buy	+6,085	New	+$1.13M	0.14%	109
2024 Q4	–	Sell	-9,001	Closed	-$1.71M	–	118
2024 Q3	$1.71M	Sell	9,001 -477	-5%	-$86.9K	0.34%	62
2024 Q2	$1.65M	Hold	9,478	–	–	0.38%	57
2024 Q1	$1.7M	Buy	9,478 +2,570	+37%	+$435K	0.42%	62
2023 Q4	$1.14M	Buy	+6,908	New	+$1.07M	0.34%	67

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

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Turtle Creek Wealth Advisors's IWD Position: Q1 2026 in Review

Turtle Creek Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 26% in Q1 2026, selling an estimated $462K and leaving 6,085 shares worth $1.3M. The position accounts for 0.1% of the portfolio, ranked #129.

Turtle Creek Wealth Advisors first reported a position in IWD in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.72M in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Turtle Creek Wealth Advisors held 6,085 shares of iShares Russell 1000 Value ETF worth $1.3M as of Q1 2026.
Turtle Creek Wealth Advisors sold 2,110 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $462K.
iShares Russell 1000 Value ETF made up 0.1% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #129 holding.
Turtle Creek Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 8 quarters since.
Turtle Creek Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $1.72M in Q4 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.