Anderson Hoagland & Co’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 | $1.03M | Sell |
5,320
-1,020
| -16% | -$198K | 0.1% | 117 |
|
|
2025
Q1 | $1.06M | Hold |
6,340
| – | – | 0.13% | 108 |
|
|
2024
Q4 | $1.21M | Buy |
6,340
+5,200
| +456% | +$996K | 0.12% | 109 |
|
|
2024
Q3 | $216K | Buy |
+1,140
| New | +$216K | 0.02% | 129 |
|
|
2023
Q4 | – | Sell |
-4,640
| Closed | -$704K | – | 126 |
|
|
2023
Q3 | $704K | Sell |
4,640
-3,900
| -46% | -$592K | 0.09% | 102 |
|
|
2023
Q2 | $1.35M | Hold |
8,540
| – | – | 0.17% | 90 |
|
|
2023
Q1 | $1.3M | Hold |
8,540
| – | – | 0.19% | 95 |
|
|
2022
Q4 | $1.31M | Buy |
+8,540
| New | +$1.31M | 0.19% | 93 |
|
|
2021
Q1 | – | Sell |
-1,712
| Closed | -$234K | – | 110 |
|
|
2020
Q4 | $234K | Buy |
+1,712
| New | +$234K | 0.04% | 103 |
|