ABLE Financial Group’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 | $816K | Sell |
4,200
-690
| -14% | -$134K | 0.2% | 90 |
|
|
2025
Q1 | $920K | Sell |
4,890
-1,298
| -21% | -$244K | 0.26% | 71 |
|
|
2024
Q4 | $1.15M | Sell |
6,188
-5,869
| -49% | -$1.09M | 0.34% | 58 |
|
|
2024
Q3 | $2.29M | Buy |
12,057
+235
| +2% | +$44.6K | 0.71% | 32 |
|
|
2024
Q2 | $2.06M | Buy |
11,822
+771
| +7% | +$135K | 0.75% | 29 |
|
|
2024
Q1 | $1.98M | Sell |
11,051
-714
| -6% | -$128K | 0.78% | 31 |
|
|
2023
Q4 | $1.94M | Buy |
11,765
+3,475
| +42% | +$574K | 0.84% | 29 |
|
|
2023
Q3 | $1.26M | Buy |
8,290
+934
| +13% | +$142K | 0.63% | 27 |
|
|
2023
Q2 | $1.16M | Buy |
7,356
+2,445
| +50% | +$386K | 0.6% | 35 |
|
|
2023
Q1 | $748K | Buy |
+4,911
| New | +$748K | 0.49% | 45 |
|