TLA
Tanglewood Legacy Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.17M | Buy |
16,896
+128
| +0.8% | +$54.3K | 2.94% | 5 |
|
2025
Q1 | $6.05M | Sell |
16,768
-207
| -1% | -$74.7K | 2.65% | 5 |
|
2024
Q4 | $6.82M | Sell |
16,975
-23
| -0.1% | -$9.24K | 2.91% | 4 |
|
2024
Q3 | $6.38M | Buy |
16,998
+69
| +0.4% | +$25.9K | 2.83% | 4 |
|
2024
Q2 | $6.17M | Buy |
16,929
+746
| +5% | +$272K | 2.92% | 4 |
|
2024
Q1 | $5.45M | Sell |
16,183
-115
| -0.7% | -$38.8K | 2.69% | 6 |
|
2023
Q4 | $4.94M | Buy |
16,298
+5
| +0% | +$1.52K | 2.7% | 6 |
|
2023
Q3 | $4.33M | Buy |
16,293
+50
| +0.3% | +$13.3K | 2.6% | 7 |
|
2023
Q2 | $4.47M | Sell |
16,243
-1,187
| -7% | -$327K | 2.58% | 7 |
|
2023
Q1 | $4.26M | Sell |
17,430
-41
| -0.2% | -$10K | 2.72% | 7 |
|
2022
Q4 | $3.74M | Buy |
+17,471
| New | +$3.74M | 2.66% | 9 |
|