IWD — ISHARES RUSSELL 1000 VALUE ETF

Ownership history in Red Tortoise LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Red Tortoise LLC reported a position in ISHARES RUSSELL 1000 VALUE ETF (IWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.6% (2022 Q1)
Avg. % of fund
2.95%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 30,036 +125 +0.4% 2.68% $6.3M $210.34
2025 Q3 ADDED 29,911 +115 +0.4% 2.64% $6.1M $202.61
2025 Q2 ADDED 29,796 +113 +0.4% 2.79% $5.8M $192.44
2025 Q1 ADDED 29,683 +108 +0.4% 2.88% $5.6M $185.60
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWD price (monthly, adj. close)

Other funds also holding IWD

As of 2025 Q4 — sorted by position size

Pacific Life Fund Advisors LLC 3Y 22.61% LWM ADVISORS INC 21.73% Covenant Partners, LLC 3Y 7Y 18.93% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 18.57% Objectivity Squared, LLC 17.55% LANDAAS & CO /WI /ADV 3Y 7Y 16.9% Gainplan LLC 3Y 7Y 16.41% Cedar Mountain Advisors, LLC 3Y 16.33% Stairway Partners, LLC 3Y 7Y 14.41% Paulson Wealth Management Inc. 3Y 7Y 13.14%
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