TA
TFB Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Sell |
3,043
-57
| -2% | -$11.1K | 0.15% | 152 |
|
|
2025
Q1 | $583K | Sell |
3,100
-144
| -4% | -$27.1K | 0.17% | 142 |
|
|
2024
Q4 | $601K | Sell |
3,244
-2
| -0.1% | -$370 | 0.17% | 129 |
|
|
2024
Q3 | $616K | Sell |
3,246
-58
| -2% | -$11K | 0.18% | 122 |
|
|
2024
Q2 | $576K | Sell |
3,304
-1,163
| -26% | -$203K | 0.19% | 116 |
|
|
2024
Q1 | $765K | Buy |
4,467
+187
| +4% | +$32K | 0.28% | 84 |
|
|
2023
Q4 | $707K | Buy |
+4,280
| New | +$707K | 0.36% | 63 |
|
|
2023
Q3 | – | Sell |
-4,361
| Closed | -$688K | – | 162 |
|
|
2023
Q2 | $688K | Buy |
+4,361
| New | +$688K | 0.3% | 80 |
|