Tanglewood Legacy Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.92M | Buy |
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|
2025
Q2 | $4.6M | Sell |
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|
2025
Q1 | $5.48M | Buy |
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|
2024
Q4 | $5.12M | Sell |
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|
2024
Q3 | $5.31M | Buy |
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|
2024
Q2 | $4.87M | Sell |
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|
2024
Q1 | $5.24M | Sell |
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|
2023
Q4 | $4.84M | Sell |
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|
2023
Q3 | $4.48M | Sell |
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|
2023
Q2 | $4.66M | Sell |
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|
2023
Q1 | $4.54M | Sell |
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|
2022
Q4 | $4.57M | Buy |
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