Arcadia Investment 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 | $93.8K | Hold |
483
| – | – | 0.05% | 55 |
|
|
2025
Q1 | $90.9K | Hold |
483
| – | – | 0.05% | 49 |
|
|
2024
Q4 | $89.4K | Hold |
483
| – | – | 0.05% | 50 |
|
|
2024
Q3 | $91.7K | Hold |
483
| – | – | 0.05% | 50 |
|
|
2024
Q2 | $84.3K | Hold |
483
| – | – | 0.05% | 49 |
|
|
2024
Q1 | $86.5K | Hold |
483
| – | – | 0.05% | 49 |
|
|
2023
Q4 | $79.8K | Sell |
483
-193
| -29% | -$31.9K | 0.05% | 50 |
|
|
2023
Q3 | $103K | Sell |
676
-87
| -11% | -$13.2K | 0.07% | 45 |
|
|
2023
Q2 | $120K | Hold |
763
| – | – | 0.08% | 43 |
|
|
2023
Q1 | $116K | Hold |
763
| – | – | 0.08% | 42 |
|
|
2022
Q4 | $116K | Sell |
763
-59
| -7% | -$8.95K | 0.08% | 42 |
|
|
2022
Q3 | $112K | Buy |
+822
| New | +$112K | 0.08% | 42 |
|
|
2022
Q2 | – | Sell |
-565
| Closed | -$93.8K | – | 114 |
|
|
2022
Q1 | $93.8K | Buy |
+565
| New | +$93.8K | 0.06% | 44 |
|