TFC Financial 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 | $191K | Hold |
983
| – | – | 0.03% | 131 |
|
|
2025
Q1 | $185K | Hold |
983
| – | – | 0.03% | 125 |
|
|
2024
Q4 | $182K | Hold |
983
| – | – | 0.03% | 133 |
|
|
2024
Q3 | $187K | Hold |
983
| – | – | 0.03% | 132 |
|
|
2024
Q2 | $172K | Hold |
983
| – | – | 0.03% | 132 |
|
|
2024
Q1 | $176K | Hold |
983
| – | – | 0.03% | 129 |
|
|
2023
Q4 | $162K | Hold |
983
| – | – | 0.03% | 134 |
|
|
2023
Q3 | $149K | Hold |
983
| – | – | 0.04% | 131 |
|
|
2023
Q2 | $155K | Hold |
983
| – | – | 0.04% | 131 |
|
|
2023
Q1 | $150K | Hold |
983
| – | – | 0.04% | 129 |
|
|
2022
Q4 | $149K | Hold |
983
| – | – | 0.04% | 118 |
|
|
2022
Q3 | $134K | Hold |
983
| – | – | 0.04% | 115 |
|
|
2022
Q2 | $143K | Hold |
983
| – | – | 0.04% | 116 |
|
|
2022
Q1 | $163K | Hold |
983
| – | – | 0.05% | 117 |
|
|
2021
Q4 | $165K | Hold |
983
| – | – | 0.05% | 123 |
|
|
2021
Q3 | $154K | Hold |
983
| – | – | 0.05% | 122 |
|
|
2021
Q2 | $156K | Hold |
983
| – | – | 0.05% | 115 |
|
|
2021
Q1 | $149K | Hold |
983
| – | – | 0.06% | 109 |
|
|
2020
Q4 | $134K | Hold |
983
| – | – | 0.06% | 114 |
|
|
2020
Q3 | $116K | Buy |
+983
| New | +$116K | 0.06% | 106 |
|