Altus Wealth Management’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 | $342K | Hold |
1,761
| – | – | 0.16% | 24 |
|
|
2025
Q1 | $331K | Hold |
1,761
| – | – | 0.16% | 32 |
|
|
2024
Q4 | $326K | Hold |
1,761
| – | – | 0.15% | 33 |
|
|
2024
Q3 | $334K | Hold |
1,761
| – | – | 0.16% | 32 |
|
|
2024
Q2 | $307K | Hold |
1,761
| – | – | 0.15% | 34 |
|
|
2024
Q1 | $315K | Hold |
1,761
| – | – | 0.17% | 31 |
|
|
2023
Q4 | $291K | Buy |
+1,761
| New | +$291K | 0.17% | 31 |
|