TFM
TFC Financial Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Hold |
7,764
| – | – | 0.36% | 25 |
|
|
2025
Q1 | $2.38M | Hold |
7,764
| – | – | 0.36% | 25 |
|
|
2024
Q4 | $2.5M | Sell |
7,764
-160
| -2% | -$51.5K | 0.4% | 26 |
|
|
2024
Q3 | $2.49M | Buy |
7,924
+357
| +5% | +$112K | 0.39% | 24 |
|
|
2024
Q2 | $2.25M | Sell |
7,567
-675
| -8% | -$201K | 0.39% | 24 |
|
|
2024
Q1 | $2.37M | Sell |
8,242
-344
| -4% | -$99.1K | 0.42% | 23 |
|
|
2023
Q4 | $2.25M | Sell |
8,586
-735
| -8% | -$193K | 0.46% | 24 |
|
|
2023
Q3 | $2.19M | Sell |
9,321
-36
| -0.4% | -$8.47K | 0.52% | 21 |
|
|
2023
Q2 | $2.28M | Buy |
9,357
+43
| +0.5% | +$10.5K | 0.56% | 19 |
|
|
2023
Q1 | $2.1M | Sell |
9,314
-14,451
| -61% | -$3.25M | 0.54% | 21 |
|
|
2022
Q4 | $5M | Buy |
23,765
+16,885
| +245% | +$3.55M | 1.44% | 9 |
|
|
2022
Q3 | $1.36M | Buy |
6,880
+3,640
| +112% | +$718K | 0.43% | 22 |
|
|
2022
Q2 | $673K | Buy |
+3,240
| New | +$673K | 0.2% | 34 |
|