AF
Advisornet Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $902K | Buy |
4,644
+433
| +10% | +$84.1K | 0.06% | 259 |
|
|
2025
Q1 | $792K | Sell |
4,211
-36
| -0.8% | -$6.77K | 0.06% | 261 |
|
|
2024
Q4 | $786K | Buy |
4,247
+1,466
| +53% | +$271K | 0.07% | 235 |
|
|
2024
Q3 | $528K | Buy |
2,781
+93
| +3% | +$17.6K | 0.04% | 319 |
|
|
2024
Q2 | $469K | Buy |
2,688
+654
| +32% | +$114K | 0.04% | 315 |
|
|
2024
Q1 | $364K | Buy |
2,034
+318
| +19% | +$57K | 0.04% | 354 |
|
|
2023
Q4 | $284K | Buy |
1,716
+280
| +19% | +$46.3K | 0.03% | 414 |
|
|
2023
Q3 | $218K | Sell |
1,436
-19,035
| -93% | -$2.89M | 0.02% | 445 |
|
|
2023
Q2 | $3.23M | Sell |
20,471
-236
| -1% | -$37.2K | 0.28% | 89 |
|
|
2023
Q1 | $3.15M | Sell |
20,707
-197
| -0.9% | -$30K | 0.29% | 88 |
|
|
2022
Q4 | $3.17M | Buy |
20,904
+148
| +0.7% | +$22.4K | 0.31% | 77 |
|
|
2022
Q3 | $2.82M | Sell |
20,756
-1,161
| -5% | -$158K | 0.28% | 89 |
|
|
2022
Q2 | $3.18M | Sell |
21,917
-24,249
| -53% | -$3.52M | 0.31% | 83 |
|
|
2022
Q1 | $7.66M | Sell |
46,166
-19,393
| -30% | -$3.22M | 0.48% | 44 |
|
|
2021
Q4 | $11M | Sell |
65,559
-17,415
| -21% | -$2.92M | 0.68% | 27 |
|
|
2021
Q3 | $13M | Buy |
82,974
+4,125
| +5% | +$646K | 0.9% | 14 |
|
|
2021
Q2 | $12.5M | Buy |
78,849
+13,631
| +21% | +$2.16M | 0.83% | 17 |
|
|
2021
Q1 | $9.88M | Sell |
65,218
-12,298
| -16% | -$1.86M | 0.7% | 21 |
|
|
2020
Q4 | $10.6M | Buy |
77,516
+6,234
| +9% | +$852K | 0.86% | 18 |
|
|
2020
Q3 | $8.42M | Sell |
71,282
-4,113
| -5% | -$486K | 0.72% | 21 |
|
|
2020
Q2 | $8.49M | Sell |
75,395
-10,799
| -13% | -$1.22M | 0.68% | 26 |
|
|
2020
Q1 | $8.55M | Sell |
86,194
-31,426
| -27% | -$3.12M | 0.79% | 23 |
|
|
2019
Q4 | $16.1M | Buy |
117,620
+31,269
| +36% | +$4.27M | 1.36% | 11 |
|
|
2019
Q3 | $11.1M | Sell |
86,351
-10,015
| -10% | -$1.28M | 1.02% | 14 |
|
|
2019
Q2 | $12.3M | Sell |
96,366
-13,637
| -12% | -$1.73M | 1.36% | 10 |
|
|
2019
Q1 | $13.6M | Sell |
110,003
-59,348
| -35% | -$7.33M | 1.66% | 8 |
|
|
2018
Q4 | $18.8M | Sell |
169,351
-8,081
| -5% | -$897K | 2.6% | 5 |
|
|
2018
Q3 | $22.5M | Sell |
177,432
-45,006
| -20% | -$5.7M | 2.82% | 6 |
|
|
2018
Q2 | $27M | Sell |
222,438
-2,208
| -1% | -$268K | 3.65% | 3 |
|
|
2018
Q1 | $26.9M | Buy |
224,646
+29,899
| +15% | +$3.59M | 3.72% | 3 |
|
|
2017
Q4 | $24.2M | Buy |
+194,747
| New | +$24.2M | 3.68% | 5 |
|