Tanaka Capital 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
Q1 | $23K | Hold |
123
| – | – | 0.05% | 30 |
|
|
2024
Q4 | $23K | Hold |
123
| – | – | 0.05% | 32 |
|
|
2024
Q3 | $23K | Hold |
123
| – | – | 0.05% | 33 |
|
|
2024
Q2 | $21K | Hold |
123
| – | – | 0.05% | 35 |
|
|
2024
Q1 | $22K | Hold |
123
| – | – | 0.05% | 37 |
|
|
2023
Q4 | $20K | Hold |
123
| – | – | 0.05% | 37 |
|
|
2023
Q3 | $19K | Hold |
123
| – | – | 0.05% | 34 |
|
|
2023
Q2 | $19K | Hold |
123
| – | – | 0.05% | 35 |
|
|
2023
Q1 | $19K | Hold |
123
| – | – | 0.06% | 37 |
|
|
2022
Q4 | $19K | Hold |
123
| – | – | 0.06% | 36 |
|
|
2022
Q3 | $17K | Hold |
123
| – | – | 0.05% | 36 |
|
|
2022
Q2 | $18K | Hold |
123
| – | – | 0.06% | 36 |
|
|
2022
Q1 | $20K | Hold |
123
| – | – | 0.04% | 40 |
|
|
2021
Q4 | $21K | Hold |
123
| – | – | 0.04% | 40 |
|
|
2021
Q3 | $19K | Hold |
123
| – | – | 0.03% | 42 |
|
|
2021
Q2 | $20K | Buy |
+123
| New | +$20K | 0.03% | 41 |
|