Acima Private Wealth’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 | $339K | Hold |
1,743
| – | – | 0.12% | 97 |
|
|
2025
Q1 | $328K | Hold |
1,743
| – | – | 0.12% | 95 |
|
|
2024
Q4 | $323K | Hold |
1,743
| – | – | 0.11% | 104 |
|
|
2024
Q3 | $331K | Hold |
1,743
| – | – | 0.11% | 100 |
|
|
2024
Q2 | $304K | Sell |
1,743
-978
| -36% | -$171K | 0.11% | 98 |
|
|
2024
Q1 | $487K | Hold |
2,721
| – | – | 0.18% | 81 |
|
|
2023
Q4 | $450K | Hold |
2,721
| – | – | 0.18% | 86 |
|
|
2023
Q3 | $413K | Hold |
2,721
| – | – | 0.18% | 92 |
|
|
2023
Q2 | $429K | Hold |
2,721
| – | – | 0.21% | 87 |
|
|
2023
Q1 | $414K | Hold |
2,721
| – | – | 0.2% | 88 |
|
|
2022
Q4 | $413K | Hold |
2,721
| – | – | 0.21% | 89 |
|
|
2022
Q3 | $370K | Hold |
2,721
| – | – | 0.19% | 87 |
|
|
2022
Q2 | $394K | Hold |
2,721
| – | – | 0.2% | 88 |
|
|
2022
Q1 | $452K | Hold |
2,721
| – | – | 0.21% | 91 |
|
|
2021
Q4 | $457K | Hold |
2,721
| – | – | 0.2% | 88 |
|
|
2021
Q3 | $426K | Hold |
2,721
| – | – | 0.2% | 88 |
|
|
2021
Q2 | $432K | Hold |
2,721
| – | – | 0.2% | 88 |
|
|
2021
Q1 | $412K | Hold |
2,721
| – | – | 0.2% | 86 |
|
|
2020
Q4 | $372K | Buy |
+2,721
| New | +$372K | 0.19% | 88 |
|