Tandem Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $983K | Hold |
2,895
| – | – | 0.5% | 56 |
|
|
2025
Q1 | $888K | Hold |
2,895
| – | – | 0.5% | 56 |
|
|
2024
Q4 | $933K | Hold |
2,895
| – | – | 0.5% | 54 |
|
|
2024
Q3 | $910K | Buy |
2,895
+5
| +0.2% | +$1.57K | 0.48% | 57 |
|
|
2024
Q2 | $876K | Buy |
2,890
+30
| +1% | +$9.09K | 0.48% | 59 |
|
|
2024
Q1 | $824K | Buy |
2,860
+60
| +2% | +$17.3K | 0.47% | 62 |
|
|
2023
Q4 | $734K | Buy |
2,800
+45
| +2% | +$11.8K | 0.46% | 60 |
|
|
2023
Q3 | $647K | Buy |
2,755
+20
| +0.7% | +$4.7K | 0.44% | 59 |
|
|
2023
Q2 | $667K | Hold |
2,735
| – | – | 0.43% | 59 |
|
|
2023
Q1 | $616K | Buy |
+2,735
| New | +$616K | 0.43% | 59 |
|