Atomi Financial Group’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 | $567K | Sell |
2,920
-1,735
| -37% | -$337K | 0.02% | 536 |
|
|
2025
Q1 | $876K | Sell |
4,655
-514
| -10% | -$96.7K | 0.04% | 346 |
|
|
2024
Q4 | $957K | Sell |
5,169
-433
| -8% | -$80.2K | 0.05% | 275 |
|
|
2024
Q3 | $1.06M | Buy |
5,602
+777
| +16% | +$147K | 0.07% | 236 |
|
|
2024
Q2 | $842K | Buy |
4,825
+492
| +11% | +$85.8K | 0.06% | 247 |
|
|
2024
Q1 | $776K | Buy |
4,333
+1
| +0% | +$179 | 0.07% | 231 |
|
|
2023
Q4 | $716K | Buy |
4,332
+706
| +19% | +$117K | 0.1% | 184 |
|
|
2023
Q3 | $550K | Sell |
3,626
-20
| -0.5% | -$3.04K | 0.18% | 137 |
|
|
2023
Q2 | $575K | Buy |
+3,646
| New | +$575K | 0.26% | 116 |
|