Trust Company of the South’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 | $1.18M | Hold |
6,078
| – | – | 0.21% | 47 |
|
|
2025
Q1 | $1.14M | Hold |
6,078
| – | – | 0.24% | 49 |
|
|
2024
Q4 | $1.13M | Hold |
6,078
| – | – | 0.23% | 47 |
|
|
2024
Q3 | $1.15M | Hold |
6,078
| – | – | 0.24% | 43 |
|
|
2024
Q2 | $1.06M | Hold |
6,078
| – | – | 0.25% | 41 |
|
|
2024
Q1 | $1.09M | Sell |
6,078
-164
| -3% | -$29.4K | 0.25% | 40 |
|
|
2023
Q4 | $1.03M | Buy |
+6,242
| New | +$1.03M | 0.27% | 40 |
|