A detailed history of Tcfg Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 321,587 shares of IWD stock, worth $65.9 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
321,587
Previous 2,634 12109.07%
Holding current value
$65.9 Million
Previous $512 Million 55.8%
% of portfolio
0.09%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 21, 2025

SELL
$192.76 - $203.86 $61.5 Million - $65 Million
-318,912 Reduced 99.17%
2,675 $545 Million
Q3 2025

Nov 18, 2025

BUY
$192.76 - $203.86 $61.5 Million - $65 Million
318,953 Added 12109.07%
321,587 $226 Million
Q2 2025

Jul 22, 2025

BUY
$166.82 - $194.23 $218,033 - $253,858
1,307 Added 98.49%
2,634 $512 Million
Q1 2025

Apr 16, 2025

BUY
$182.82 - $196.21 $242,602 - $260,370
1,327 New
1,327 $250 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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