Tanglewood Legacy Advisors’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
Q2 | $4.6M | Sell |
23,702
-5,427
| -19% | -$1.05M | 1.89% | 8 |
|
|
2025
Q1 | $5.48M | Buy |
29,129
+1,459
| +5% | +$275K | 2.4% | 6 |
|
|
2024
Q4 | $5.12M | Sell |
27,670
-289
| -1% | -$53.5K | 2.19% | 8 |
|
|
2024
Q3 | $5.31M | Buy |
27,959
+36
| +0.1% | +$6.83K | 2.36% | 8 |
|
|
2024
Q2 | $4.87M | Sell |
27,923
-1,315
| -4% | -$229K | 2.3% | 7 |
|
|
2024
Q1 | $5.24M | Sell |
29,238
-77
| -0.3% | -$13.8K | 2.58% | 7 |
|
|
2023
Q4 | $4.84M | Sell |
29,315
-164
| -0.6% | -$27.1K | 2.65% | 7 |
|
|
2023
Q3 | $4.48M | Sell |
29,479
-68
| -0.2% | -$10.3K | 2.68% | 6 |
|
|
2023
Q2 | $4.66M | Sell |
29,547
-277
| -0.9% | -$43.7K | 2.7% | 6 |
|
|
2023
Q1 | $4.54M | Sell |
29,824
-341
| -1% | -$51.9K | 2.9% | 6 |
|
|
2022
Q4 | $4.57M | Buy |
+30,165
| New | +$4.57M | 3.25% | 6 |
|