IWD β€” ISHARES RUSSELL 1000 VALUE ETF

Ownership history in TLS Advisors LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which TLS Advisors 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.21% (2025 Q3)
πŸ“Š Avg. % of fund
1.21%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
1
% of Fund (quarterly)    IWD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 2,052 β€” β€” 1.21% $418K $201.84

🏒 Other funds also holding IWD

As of 2025 Q4 β€” 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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