Tidemark’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 | $47.4K | Hold |
244
| – | – | 0.02% | 243 |
|
|
2025
Q1 | $45.9K | Hold |
244
| – | – | 0.02% | 254 |
|
|
2024
Q4 | $45.2K | Sell |
244
-396
| -62% | -$73.3K | 0.02% | 248 |
|
|
2024
Q3 | $121K | Hold |
640
| – | – | 0.05% | 148 |
|
|
2024
Q2 | $112K | Hold |
640
| – | – | 0.05% | 145 |
|
|
2024
Q1 | $115K | Hold |
640
| – | – | 0.06% | 155 |
|
|
2023
Q4 | $106K | Buy |
+640
| New | +$106K | 0.07% | 157 |
|