Tompkins Financial’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 | $94.1K | Hold |
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|
2025
Q2 | $89.7K | Hold |
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|
2025
Q1 | $86.9K | Hold |
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|
2024
Q4 | $85.5K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $42.6K | Sell |
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|
2023
Q1 | $43.7K | Buy |
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|
2022
Q4 | $41K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $67K | Buy |
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|
2021
Q1 | $65K | Hold |
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|
2020
Q4 | $59K | Hold |
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|
2020
Q3 | $51K | Hold |
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|
2020
Q2 | $48K | Hold |
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|
2020
Q1 | $42K | Hold |
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|
2019
Q4 | $58K | Hold |
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|
2019
Q3 | $55K | Hold |
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|
2019
Q2 | $54K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $63K | Hold |
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|
2015
Q4 | $62K | Hold |
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|
2015
Q3 | $59K | Hold |
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|
2015
Q2 | $65K | Hold |
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|
2015
Q1 | $65K | Hold |
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|
2014
Q4 | $66K | Hold |
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|
2014
Q3 | $63K | Hold |
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|
2014
Q2 | $64K | Hold |
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|
2014
Q1 | $61K | Hold |
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|
2013
Q4 | $60K | Buy |
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