Advisory Resource Group’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 | $1.52M | Buy |
7,813
+515
| +7% | +$100K | 0.29% | 73 |
|
|
2025
Q1 | $1.37M | Sell |
7,298
-278
| -4% | -$52.3K | 0.28% | 74 |
|
|
2024
Q4 | $1.4M | Sell |
7,576
-27,747
| -79% | -$5.14M | 0.3% | 69 |
|
|
2024
Q3 | $6.7M | Buy |
35,323
+2,220
| +7% | +$421K | 1.43% | 16 |
|
|
2024
Q2 | $5.78M | Buy |
33,103
+5,641
| +21% | +$984K | 1.3% | 17 |
|
|
2024
Q1 | $4.92M | Buy |
27,462
+1,551
| +6% | +$278K | 1.13% | 17 |
|
|
2023
Q4 | $4.28M | Buy |
25,911
+749
| +3% | +$124K | 1.07% | 18 |
|
|
2023
Q3 | $3.82M | Buy |
25,162
+1,026
| +4% | +$156K | 1.03% | 16 |
|
|
2023
Q2 | $3.81M | Sell |
24,136
-311
| -1% | -$49.1K | 1.04% | 17 |
|
|
2023
Q1 | $3.72M | Buy |
24,447
+1,674
| +7% | +$255K | 1.04% | 16 |
|
|
2022
Q4 | $3.45M | Buy |
22,773
+677
| +3% | +$103K | 1.03% | 15 |
|
|
2022
Q3 | $3.01M | Sell |
22,096
-294
| -1% | -$40K | 0.99% | 18 |
|
|
2022
Q2 | $3.25M | Buy |
+22,390
| New | +$3.25M | 1.06% | 16 |
|
|
2021
Q3 | – | Sell |
-13,182
| Closed | -$2.09M | – | 148 |
|
|
2021
Q2 | $2.09M | Buy |
13,182
+9
| +0.1% | +$1.43K | 0.84% | 35 |
|
|
2021
Q1 | $2M | Buy |
13,173
+159
| +1% | +$24.1K | 0.93% | 24 |
|
|
2020
Q4 | $1.78M | Sell |
13,014
-1,006
| -7% | -$138K | 0.88% | 27 |
|
|
2020
Q3 | $1.66M | Buy |
14,020
+858
| +7% | +$101K | 0.97% | 23 |
|
|
2020
Q2 | $1.48M | Buy |
13,162
+2,820
| +27% | +$318K | 0.91% | 21 |
|
|
2020
Q1 | $1.03M | Buy |
10,342
+3,004
| +41% | +$298K | 0.78% | 33 |
|
|
2019
Q4 | $1M | Buy |
7,338
+3,338
| +83% | +$455K | 0.56% | 36 |
|
|
2019
Q3 | $513K | Buy |
+4,000
| New | +$513K | 0.28% | 49 |
|