TCFG Wealth Management’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
$512K Buy
2,634
+1,307
+98% +$254K 0.23% 120
2025
Q1
$250K Buy
+1,327
New +$250K 0.13% 197