TFO Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.22M | Buy |
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|
2025
Q2 | $935K | Hold |
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|
2025
Q1 | $905K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.4M | Hold |
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|
2024
Q2 | $1.29M | Hold |
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|
2024
Q1 | $1.33M | Hold |
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|
2023
Q4 | $1.22M | Hold |
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|
2023
Q3 | $1.17M | Hold |
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|
2023
Q2 | $1.17M | Hold |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $17.4K | Sell |
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|
2022
Q3 | $1.01M | Hold |
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|
2022
Q2 | $1.07M | Hold |
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|
2022
Q1 | $1.23M | Hold |
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|
2021
Q4 | $1.21M | Hold |
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|
2021
Q3 | $1.16M | Hold |
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|
2021
Q2 | $1.17M | Hold |
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|
2021
Q1 | $1.12M | Hold |
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|
2020
Q4 | $1.01M | Buy |
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