Trust Company of the South’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
$1.22M Sell
2025
Q2
$1.18M Hold
2025
Q1
$1.14M Hold
2024
Q4
$1.13M Hold
2024
Q3
$1.15M Hold
2024
Q2
$1.06M Hold
2024
Q1
$1.09M Sell
2023
Q4
$1.03M Buy