Tilia Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-116
| Closed | -$18.3K | – | 276 |
|
|
2023
Q2 | $18.3K | Hold |
116
| – | – | 0.02% | 310 |
|
|
2023
Q1 | $17.7K | Hold |
116
| – | – | 0.02% | 313 |
|
|
2022
Q4 | $17.6K | Hold |
116
| – | – | 0.02% | 303 |
|
|
2022
Q3 | $16K | Hold |
116
| – | – | 0.02% | 314 |
|
|
2022
Q2 | $17K | Hold |
116
| – | – | 0.02% | 321 |
|
|
2022
Q1 | $19K | Hold |
116
| – | – | 0.02% | 328 |
|
|
2021
Q4 | $19K | Buy |
+116
| New | +$19K | 0.02% | 343 |
|