Arvest Investments’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 | $3.31M | Buy |
17,035
+1,250
| +8% | +$243K | 0.5% | 46 |
|
|
2025
Q1 | $2.97M | Buy |
15,785
+923
| +6% | +$174K | 0.47% | 46 |
|
|
2024
Q4 | $2.75M | Buy |
14,862
+260
| +2% | +$48.1K | 0.44% | 48 |
|
|
2024
Q3 | $2.77M | Buy |
14,602
+700
| +5% | +$133K | 0.42% | 51 |
|
|
2024
Q2 | $2.43M | Sell |
13,902
-14,573
| -51% | -$2.54M | 0.39% | 52 |
|
|
2024
Q1 | $5.1M | Sell |
28,475
-4,910
| -15% | -$879K | 0.81% | 29 |
|
|
2023
Q4 | $5.52M | Buy |
+33,385
| New | +$5.52M | 0.9% | 28 |
|