Archer Investment Corporation’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 | $454K | Buy |
2,337
+1
| +0% | +$194 | 0.11% | 164 |
|
|
2025
Q1 | $440K | Sell |
2,336
-1,187
| -34% | -$223K | 0.11% | 158 |
|
|
2024
Q4 | $652K | Hold |
3,523
| – | – | 0.17% | 109 |
|
|
2024
Q3 | $669K | Sell |
3,523
-26
| -0.7% | -$4.93K | 0.18% | 104 |
|
|
2024
Q2 | $619K | Hold |
3,549
| – | – | 0.18% | 111 |
|
|
2024
Q1 | $636K | Hold |
3,549
| – | – | 0.19% | 107 |
|
|
2023
Q4 | $586K | Hold |
3,549
| – | – | 0.19% | 113 |
|
|
2023
Q3 | $539K | Hold |
3,549
| – | – | 0.19% | 118 |
|
|
2023
Q2 | $560K | Buy |
3,549
+97
| +3% | +$15.3K | 0.2% | 105 |
|
|
2023
Q1 | $526K | Buy |
3,452
+439
| +15% | +$66.8K | 0.19% | 119 |
|
|
2022
Q4 | $457K | Buy |
3,013
+738
| +32% | +$112K | 0.18% | 132 |
|
|
2022
Q3 | $309K | Sell |
2,275
-23
| -1% | -$3.13K | 0.13% | 165 |
|
|
2022
Q2 | $333K | Sell |
2,298
-16
| -0.7% | -$2.32K | 0.13% | 162 |
|
|
2022
Q1 | $383K | Hold |
2,314
| – | – | 0.14% | 161 |
|
|
2021
Q4 | $389K | Buy |
2,314
+1
| +0% | +$168 | 0.13% | 167 |
|
|
2021
Q3 | $362K | Hold |
2,313
| – | – | 0.14% | 165 |
|
|
2021
Q2 | $367K | Hold |
2,313
| – | – | 0.14% | 158 |
|
|
2021
Q1 | $351K | Buy |
2,313
+690
| +43% | +$105K | 0.14% | 154 |
|
|
2020
Q4 | $222K | Hold |
1,623
| – | – | 0.11% | 178 |
|
|
2020
Q3 | $192K | Hold |
1,623
| – | – | 0.1% | 168 |
|
|
2020
Q2 | $183K | Buy |
1,623
+1
| +0.1% | +$113 | 0.1% | 162 |
|
|
2020
Q1 | $161K | Sell |
1,622
-1,771
| -52% | -$176K | 0.11% | 167 |
|
|
2019
Q4 | $216K | Buy |
3,393
+1,808
| +114% | +$115K | 0.11% | 177 |
|
|
2019
Q3 | $203K | Hold |
1,585
| – | – | 0.12% | 166 |
|
|
2019
Q2 | $202K | Buy |
1,585
+225
| +17% | +$28.7K | 0.13% | 164 |
|
|
2019
Q1 | $168K | Hold |
1,360
| – | – | 0.11% | 185 |
|
|
2018
Q4 | $151K | Buy |
+1,360
| New | +$151K | 0.13% | 171 |
|