Tandem Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$983K Hold
2025
Q1
$888K Hold
2024
Q4
$933K Hold
2024
Q3
$910K Buy
2024
Q2
$876K Buy
2024
Q1
$824K Buy
2023
Q4
$734K Buy
2023
Q3
$647K Buy
2023
Q2
$667K Hold
2023
Q1
$616K Buy