TFO Wealth Partners’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 | $935K | Hold |
4,812
| – | – | 0.16% | 28 |
|
|
2025
Q1 | $905K | Buy |
+4,812
| New | +$905K | 0.18% | 25 |
|
|
2024
Q4 | – | Sell |
-7,402
| Closed | -$1.4M | – | 21 |
|
|
2024
Q3 | $1.4M | Hold |
7,402
| – | – | 0.26% | 20 |
|
|
2024
Q2 | $1.29M | Hold |
7,402
| – | – | 0.25% | 20 |
|
|
2024
Q1 | $1.33M | Hold |
7,402
| – | – | 0.26% | 20 |
|
|
2023
Q4 | $1.22M | Hold |
7,402
| – | – | 0.25% | 20 |
|
|
2023
Q3 | $1.17M | Hold |
7,402
| – | – | 0.24% | 22 |
|
|
2023
Q2 | $1.17M | Hold |
7,402
| – | – | 0.25% | 20 |
|
|
2023
Q1 | $1.13M | Buy |
7,402
+7,330
| +10,181% | +$1.12M | 0.25% | 20 |
|
|
2022
Q4 | $17.4K | Sell |
72
-7,330
| -99% | -$1.77M | ﹤0.01% | 90 |
|
|
2022
Q3 | $1.01M | Hold |
7,402
| – | – | 0.25% | 21 |
|
|
2022
Q2 | $1.07M | Hold |
7,402
| – | – | 0.24% | 21 |
|
|
2022
Q1 | $1.23M | Hold |
7,402
| – | – | 0.24% | 21 |
|
|
2021
Q4 | $1.21M | Hold |
7,402
| – | – | 0.23% | 19 |
|
|
2021
Q3 | $1.16M | Hold |
7,402
| – | – | 0.23% | 19 |
|
|
2021
Q2 | $1.17M | Hold |
7,402
| – | – | 0.23% | 16 |
|
|
2021
Q1 | $1.12M | Hold |
7,402
| – | – | 0.34% | 14 |
|
|
2020
Q4 | $1.01M | Buy |
+7,402
| New | +$1.01M | 0.32% | 14 |
|