Atlantic Private Wealth’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 | $70.7K | Buy |
364
+63
| +21% | +$12.2K | 0.05% | 90 |
|
|
2025
Q1 | $56.6K | Hold |
301
| – | – | 0.04% | 107 |
|
|
2024
Q4 | $55.7K | Hold |
301
| – | – | 0.04% | 82 |
|
|
2024
Q3 | $57.1K | Hold |
301
| – | – | 0.04% | 78 |
|
|
2024
Q2 | $52.5K | Hold |
301
| – | – | 0.04% | 64 |
|
|
2024
Q1 | $53.9K | Hold |
301
| – | – | 0.04% | 65 |
|
|
2023
Q4 | $49.7K | Hold |
301
| – | – | 0.04% | 66 |
|
|
2023
Q3 | $45.7K | Hold |
301
| – | – | 0.05% | 58 |
|
|
2023
Q2 | $47.5K | Buy |
+301
| New | +$47.5K | 0.05% | 58 |
|