AFA
American Financial Advisors’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 | $1.56M | Sell |
8,017
-34
| -0.4% | -$6.6K | 0.22% | 50 |
|
|
2025
Q1 | $1.51M | Buy |
8,051
+505
| +7% | +$95K | 0.22% | 51 |
|
|
2024
Q4 | $1.4M | Sell |
7,546
-526
| -7% | -$97.4K | 0.2% | 53 |
|
|
2024
Q3 | $1.53M | Sell |
8,072
-121
| -1% | -$23K | 0.21% | 50 |
|
|
2024
Q2 | $1.43M | Buy |
8,193
+28
| +0.3% | +$4.89K | 0.2% | 50 |
|
|
2024
Q1 | $1.46M | Sell |
8,165
-141
| -2% | -$25.3K | 0.21% | 50 |
|
|
2023
Q4 | $1.37M | Buy |
8,306
+19
| +0.2% | +$3.14K | 0.2% | 47 |
|
|
2023
Q3 | $1.26M | Hold |
8,287
| – | – | 0.2% | 52 |
|
|
2023
Q2 | $1.31M | Sell |
8,287
-296
| -3% | -$46.7K | 0.2% | 53 |
|
|
2023
Q1 | $1.31M | Sell |
8,583
-67
| -0.8% | -$10.2K | 0.21% | 49 |
|
|
2022
Q4 | $1.31M | Sell |
8,650
-38
| -0.4% | -$5.76K | 0.22% | 48 |
|
|
2022
Q3 | $1.18M | Sell |
8,688
-108
| -1% | -$14.7K | 0.2% | 46 |
|
|
2022
Q2 | $1.28M | Buy |
8,796
+17
| +0.2% | +$2.46K | 0.34% | 28 |
|
|
2022
Q1 | $1.46M | Sell |
8,779
-167
| -2% | -$27.7K | 0.2% | 49 |
|
|
2021
Q4 | $1.5M | Sell |
8,946
-819
| -8% | -$138K | 0.19% | 47 |
|
|
2021
Q3 | $1.53M | Sell |
9,765
-31
| -0.3% | -$4.85K | 0.2% | 48 |
|
|
2021
Q2 | $1.55M | Sell |
9,796
-32
| -0.3% | -$5.08K | 0.21% | 50 |
|
|
2021
Q1 | $1.49M | Sell |
9,828
-199
| -2% | -$30.2K | 0.22% | 49 |
|
|
2020
Q4 | $1.37M | Sell |
10,027
-231
| -2% | -$31.6K | 0.2% | 51 |
|
|
2020
Q3 | $1.21M | Buy |
10,258
+44
| +0.4% | +$5.2K | 0.2% | 52 |
|
|
2020
Q2 | $1.2M | Buy |
10,214
+8
| +0.1% | +$938 | 0.19% | 50 |
|
|
2020
Q1 | $1.12M | Sell |
10,206
-654
| -6% | -$71.5K | 0.2% | 51 |
|
|
2019
Q4 | $1.39M | Sell |
10,860
-900
| -8% | -$115K | 0.24% | 43 |
|
|
2019
Q3 | $1.51M | Sell |
11,760
-1,408
| -11% | -$181K | 0.29% | 40 |
|
|
2019
Q2 | $1.68M | Sell |
13,168
-835
| -6% | -$106K | 0.33% | 40 |
|
|
2019
Q1 | $1.73M | Sell |
14,003
-1,556
| -10% | -$192K | 0.35% | 40 |
|
|
2018
Q4 | $1.73M | Buy |
+15,559
| New | +$1.73M | 0.38% | 35 |
|