Tanager Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Hold |
1,791
| – | – | 0.04% | 93 |
|
|
2025
Q1 | $337K | Hold |
1,791
| – | – | 0.04% | 85 |
|
|
2024
Q4 | $332K | Hold |
1,791
| – | – | 0.04% | 81 |
|
|
2024
Q3 | $340K | Hold |
1,791
| – | – | 0.05% | 80 |
|
|
2024
Q2 | $312K | Hold |
1,791
| – | – | 0.05% | 73 |
|
|
2024
Q1 | $321K | Hold |
1,791
| – | – | 0.05% | 69 |
|
|
2023
Q4 | $296K | Sell |
1,791
-202
| -10% | -$33.4K | 0.05% | 66 |
|
|
2023
Q3 | $305K | Hold |
1,993
| – | – | 0.06% | 63 |
|
|
2023
Q2 | $315K | Hold |
1,993
| – | – | 0.07% | 65 |
|
|
2023
Q1 | $303K | Buy |
+1,993
| New | +$303K | 0.07% | 62 |
|