Alliance Wealth Advisors (Pennsylvania)’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 | $252K | Sell |
1,295
-50
| -4% | -$9.71K | 0.13% | 125 |
|
|
2025
Q1 | $253K | Hold |
1,345
| – | – | 0.14% | 120 |
|
|
2024
Q4 | $249K | Sell |
1,345
-150
| -10% | -$27.8K | 0.14% | 124 |
|
|
2024
Q3 | $284K | Hold |
1,495
| – | – | 0.16% | 118 |
|
|
2024
Q2 | $261K | Hold |
1,495
| – | – | 0.16% | 119 |
|
|
2024
Q1 | $268K | Sell |
1,495
-176
| -11% | -$31.5K | 0.17% | 118 |
|
|
2023
Q4 | $276K | Hold |
1,671
| – | – | 0.18% | 105 |
|
|
2023
Q3 | $254K | Hold |
1,671
| – | – | 0.18% | 107 |
|
|
2023
Q2 | $264K | Hold |
1,671
| – | – | 0.19% | 108 |
|
|
2023
Q1 | $254K | Hold |
1,671
| – | – | 0.19% | 103 |
|
|
2022
Q4 | $253K | Hold |
1,671
| – | – | 0.21% | 95 |
|
|
2022
Q3 | $227K | Hold |
1,671
| – | – | 0.21% | 93 |
|
|
2022
Q2 | $242K | Sell |
1,671
-220
| -12% | -$31.9K | 0.21% | 93 |
|
|
2022
Q1 | $314K | Buy |
1,891
+163
| +9% | +$27.1K | 0.26% | 87 |
|
|
2021
Q4 | $290K | Buy |
1,728
+176
| +11% | +$29.5K | 0.24% | 90 |
|
|
2021
Q3 | $243K | Buy |
+1,552
| New | +$243K | 0.22% | 93 |
|