Talisman Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Sell |
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|
2025
Q1 | $517K | Buy |
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|
2024
Q4 | $482K | Buy |
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|
2024
Q3 | $469K | Sell |
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|
2024
Q2 | $485K | Sell |
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|
2024
Q1 | $510K | Sell |
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|
2023
Q4 | $471K | Sell |
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|
2023
Q3 | $485K | Sell |
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|
2023
Q2 | $556K | Sell |
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|
2023
Q1 | $613K | Sell |
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|
2022
Q4 | $622K | Buy |
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