Tyler-Stone Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Tyler-Stone Wealth 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	$414K	Hold	2,130	–	–	0.07%	218
2025 Q1	$401K	Hold	2,130	–	–	0.07%	211
2024 Q4	$394K	Hold	2,130	–	–	0.07%	214
2024 Q3	$404K	Buy	2,130 +1,065	+100%	+$194K	0.08%	213
2024 Q2	$186K	Hold	1,065	–	–	0.08%	199
2024 Q1	$191K	Hold	1,065	–	–	0.08%	196
2023 Q4	$176K	Hold	1,065	–	–	0.09%	189
2023 Q3	$162K	Hold	1,065	–	–	0.09%	182
2023 Q2	$168K	Buy	+1,065	New	+$163K	0.09%	185
2022 Q4	$187K	Hold	1,235	–	–	0.13%	148
2022 Q3	$168K	Sell	1,235 -9	-0.7%	-$1.35K	0.13%	148
2022 Q2	$180K	Hold	1,244	–	–	0.12%	160
2022 Q1	$206K	Sell	1,244 -200	-14%	-$32.8K	0.11%	164
2021 Q4	$242K	Buy	+1,444	New	+$237K	0.13%	164

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

Tyler-Stone Wealth Management's IWD Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2025 at 2,130 shares worth $414K. The position accounts for 0.07% of the portfolio, ranked #218.

Tyler-Stone Wealth Management first reported a position in IWD in Q4 2021 and has held it in 14 quarters since. 1,734 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

Tyler-Stone Wealth Management held 2,130 shares of iShares Russell 1000 Value ETF worth $414K as of Q2 2025.
Tyler-Stone Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2025.
iShares Russell 1000 Value ETF made up 0.07% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #218 holding.
Tyler-Stone Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 14 quarters since.
1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.