Atlanta Consulting Group 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 | – | Sell |
-3,642
| Closed | -$685K | – | 132 |
|
|
2025
Q1 | $685K | Buy |
3,642
+15
| +0.4% | +$2.82K | 0.2% | 60 |
|
|
2024
Q4 | $671K | Buy |
3,627
+19
| +0.5% | +$3.52K | 0.25% | 63 |
|
|
2024
Q3 | $685K | Sell |
3,608
-6,980
| -66% | -$1.32M | 0.17% | 107 |
|
|
2024
Q2 | $1.85M | Buy |
10,588
+7,016
| +196% | +$1.22M | 0.4% | 28 |
|
|
2024
Q1 | $640K | Buy |
+3,572
| New | +$640K | 0.22% | 60 |
|