Adero Partners’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
Q1 | $2.03M | Buy |
10,795
+1,348
| +14% | +$254K | 0.13% | 61 |
|
|
2024
Q4 | $1.75M | Sell |
9,447
-3
| -0% | -$555 | 0.11% | 64 |
|
|
2024
Q3 | $1.79M | Hold |
9,450
| – | – | 0.12% | 64 |
|
|
2024
Q2 | $1.65M | Buy |
9,450
+184
| +2% | +$32.1K | 0.12% | 65 |
|
|
2024
Q1 | $1.66M | Sell |
9,266
-128
| -1% | -$22.9K | 0.13% | 64 |
|
|
2023
Q4 | $1.55M | Buy |
9,394
+128
| +1% | +$21.2K | 0.13% | 63 |
|
|
2023
Q3 | $1.41M | Sell |
9,266
-62
| -0.7% | -$9.41K | 0.14% | 64 |
|
|
2023
Q2 | $1.47M | Hold |
9,328
| – | – | 0.15% | 61 |
|
|
2023
Q1 | $1.42M | Sell |
9,328
-256
| -3% | -$39K | 0.16% | 60 |
|
|
2022
Q4 | $1.45M | Sell |
9,584
-54
| -0.6% | -$8.19K | 0.18% | 53 |
|
|
2022
Q3 | $1.4M | Hold |
9,638
| – | – | 0.18% | 52 |
|
|
2022
Q2 | $1.39M | Buy |
9,638
+524
| +6% | +$75.7K | 0.2% | 51 |
|
|
2022
Q1 | $1.51M | Hold |
9,114
| – | – | 0.22% | 49 |
|
|
2021
Q4 | $1.53M | Hold |
9,114
| – | – | 0.25% | 50 |
|
|
2021
Q3 | $1.43M | Sell |
9,114
-145
| -2% | -$22.7K | 0.26% | 48 |
|
|
2021
Q2 | $1.47M | Sell |
9,259
-216
| -2% | -$34.3K | 0.34% | 38 |
|
|
2021
Q1 | $1.44M | Sell |
9,475
-73
| -0.8% | -$11.1K | 0.64% | 32 |
|
|
2020
Q4 | $1.31M | Sell |
9,548
-423
| -4% | -$57.8K | 1.12% | 18 |
|
|
2020
Q3 | $1.18M | Hold |
9,971
| – | – | 0.94% | 23 |
|
|
2020
Q2 | $1.12M | Sell |
9,971
-490
| -5% | -$55.2K | 1.17% | 20 |
|
|
2020
Q1 | $1.04M | Buy |
10,461
+1,557
| +17% | +$154K | 1.72% | 14 |
|
|
2019
Q4 | $1.22M | Buy |
+8,904
| New | +$1.22M | 1.36% | 17 |
|