Alpha Financial Advisors’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 | $786K | Buy |
4,046
+26
| +0.6% | +$5.05K | 0.3% | 23 |
|
|
2025
Q1 | $756K | Hold |
4,020
| – | – | 0.34% | 18 |
|
|
2024
Q4 | $744K | Sell |
4,020
-177
| -4% | -$32.8K | 0.34% | 18 |
|
|
2024
Q3 | $797K | Hold |
4,197
| – | – | 0.35% | 17 |
|
|
2024
Q2 | $732K | Hold |
4,197
| – | – | 0.35% | 17 |
|
|
2024
Q1 | $752K | Hold |
4,197
| – | – | 0.35% | 17 |
|
|
2023
Q4 | $694K | Hold |
4,197
| – | – | 0.35% | 17 |
|
|
2023
Q3 | $637K | Hold |
4,197
| – | – | 0.4% | 18 |
|
|
2023
Q2 | $662K | Hold |
4,197
| – | – | 0.41% | 18 |
|
|
2023
Q1 | $639K | Hold |
4,197
| – | – | 0.44% | 19 |
|
|
2022
Q4 | $637K | Buy |
+4,197
| New | +$637K | 0.55% | 18 |
|