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

Wood Tarver 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
2025 Q3	–	Sell	-687	Closed	-$133K	–	393
2025 Q2	$133K	Hold	687	–	–	0.04%	173
2025 Q1	$129K	Hold	687	–	–	0.04%	165
2024 Q4	$127K	Buy	+687	New	+$132K	0.04%	160

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

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

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

Wood Tarver Financial Group's IWD Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2025, closing a stake of 687 shares — an estimated $133K sold.

Wood Tarver Financial Group first reported a position in IWD in Q4 2024 and held it in 3 quarters. The position peaked at $133K in Q2 2025. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

Wood Tarver Financial Group reported no remaining iShares Russell 1000 Value ETF position as of Q3 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 687 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $133K.
Wood Tarver Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and held it in 3 quarters.
Wood Tarver Financial Group's iShares Russell 1000 Value ETF position peaked at $133K in Q2 2025.
1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.