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TPG Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.43M | Sell |
22,800
-1,890
| -8% | -$367K | 1.77% | 23 |
|
|
2025
Q1 | $4.65M | Buy |
24,690
+646
| +3% | +$122K | 2.05% | 19 |
|
|
2024
Q4 | $4.45M | Buy |
24,044
+505
| +2% | +$93.5K | 1.94% | 19 |
|
|
2024
Q3 | $4.47M | Buy |
23,539
+1,813
| +8% | +$344K | 2.01% | 16 |
|
|
2024
Q2 | $3.79M | Buy |
+21,726
| New | +$3.79M | 1.79% | 20 |
|
|
2023
Q4 | $3.28M | Sell |
19,801
-1,191
| -6% | -$197K | 1.67% | 20 |
|
|
2023
Q3 | $3.19M | Buy |
20,992
+1,144
| +6% | +$174K | 1.65% | 20 |
|
|
2023
Q2 | $3.13M | Buy |
19,848
+4,082
| +26% | +$644K | 1.64% | 21 |
|
|
2023
Q1 | $2.4M | Buy |
15,766
+31
| +0.2% | +$4.72K | 1.31% | 23 |
|
|
2022
Q4 | $2.39M | Sell |
15,735
-3,261
| -17% | -$495K | 1.45% | 18 |
|
|
2022
Q3 | $2.58M | Buy |
+18,996
| New | +$2.58M | 1.59% | 18 |
|