Arbor Wealth 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 | $371K | Hold |
1,910
| – | – | 0.3% | 40 |
|
|
2025
Q1 | $359K | Hold |
1,910
| – | – | 0.32% | 41 |
|
|
2024
Q4 | $354K | Hold |
1,910
| – | – | 0.32% | 43 |
|
|
2024
Q3 | $363K | Hold |
1,910
| – | – | 0.33% | 36 |
|
|
2024
Q2 | $333K | Hold |
1,910
| – | – | 0.33% | 37 |
|
|
2024
Q1 | $342K | Hold |
1,910
| – | – | 0.32% | 37 |
|
|
2023
Q4 | $316K | Buy |
+1,910
| New | +$316K | 0.32% | 37 |
|