Accurate 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 | $866K | Buy |
4,387
+200
| +5% | +$39.5K | 0.13% | 172 |
|
|
2025
Q1 | $737K | Sell |
4,187
-213
| -5% | -$37.5K | 0.14% | 153 |
|
|
2024
Q4 | $808K | Sell |
4,400
-2,059
| -32% | -$378K | 0.16% | 144 |
|
|
2024
Q3 | $1.24M | Sell |
6,459
-258
| -4% | -$49.5K | 0.25% | 96 |
|
|
2024
Q2 | $1.2M | Buy |
6,717
+201
| +3% | +$36K | 0.29% | 83 |
|
|
2024
Q1 | $1.11M | Sell |
6,516
-5
| -0.1% | -$853 | 0.32% | 77 |
|
|
2023
Q4 | $1.07M | Buy |
6,521
+2,270
| +53% | +$373K | 0.33% | 74 |
|
|
2023
Q3 | $648K | Sell |
4,251
-27
| -0.6% | -$4.12K | 0.2% | 107 |
|
|
2023
Q2 | $681K | Buy |
4,278
+27
| +0.6% | +$4.3K | 0.21% | 102 |
|
|
2023
Q1 | $650K | Hold |
4,251
| – | – | 0.22% | 102 |
|
|
2022
Q4 | $663K | Sell |
4,251
-62
| -1% | -$9.67K | 0.24% | 83 |
|
|
2022
Q3 | $1.13M | Buy |
4,313
+525
| +14% | +$137K | 0.47% | 48 |
|
|
2022
Q2 | $559K | Buy |
+3,788
| New | +$559K | 0.3% | 70 |
|