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Tandem Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Tandem Financial’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.97M Sell
20,453
-17,051
-45% -$3.31M 3.71% 9
2025
Q1 		$7.06M Buy
37,504
+625
+2% +$118K 7.63% 3
2024
Q4 		$6.83M Buy
+36,879
New +$6.83M 7.23% 4