Abound Wealth Management’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 | $47.8K | Buy |
246
+43
| +21% | +$8.35K | 0.01% | 209 |
|
|
2025
Q1 | $38.2K | Buy |
203
+1
| +0.5% | +$188 | 0.01% | 218 |
|
|
2024
Q4 | $37.4K | Buy |
202
+1
| +0.5% | +$185 | 0.01% | 206 |
|
|
2024
Q3 | $38.2K | Buy |
201
+7
| +4% | +$1.33K | 0.01% | 213 |
|
|
2024
Q2 | $33.8K | Hold |
194
| – | – | 0.01% | 194 |
|
|
2024
Q1 | $34.7K | Sell |
194
-741
| -79% | -$133K | 0.01% | 182 |
|
|
2023
Q4 | $154K | Sell |
935
-178
| -16% | -$29.4K | 0.06% | 69 |
|
|
2023
Q3 | $169K | Buy |
1,113
+275
| +33% | +$41.7K | 0.07% | 58 |
|
|
2023
Q2 | $132K | Hold |
838
| – | – | 0.06% | 65 |
|
|
2023
Q1 | $128K | Sell |
838
-89
| -10% | -$13.6K | 0.06% | 62 |
|
|
2022
Q4 | $141K | Sell |
927
-17
| -2% | -$2.58K | 0.07% | 56 |
|
|
2022
Q3 | $128K | Buy |
944
+28
| +3% | +$3.81K | 0.07% | 51 |
|
|
2022
Q2 | $133K | Hold |
916
| – | – | 0.07% | 47 |
|
|
2022
Q1 | $152K | Sell |
916
-167
| -15% | -$27.7K | 0.11% | 46 |
|
|
2021
Q4 | $182K | Buy |
+1,083
| New | +$182K | 0.14% | 39 |
|