Atticus Wealth Management’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 | $528K | Sell |
2,718
-50
| -2% | -$9.71K | 0.14% | 86 |
|
|
2025
Q1 | $521K | Sell |
2,768
-235
| -8% | -$44.2K | 0.17% | 72 |
|
|
2024
Q4 | $556K | Sell |
3,003
-108
| -3% | -$20K | 0.17% | 67 |
|
|
2024
Q3 | $590K | Sell |
3,111
-217
| -7% | -$41.2K | 0.19% | 64 |
|
|
2024
Q2 | $581K | Sell |
3,328
-528
| -14% | -$92.1K | 0.19% | 60 |
|
|
2024
Q1 | $691K | Sell |
3,856
-136
| -3% | -$24.4K | 0.23% | 56 |
|
|
2023
Q4 | $660K | Sell |
3,992
-858
| -18% | -$142K | 0.23% | 53 |
|
|
2023
Q3 | $736K | Sell |
4,850
-11
| -0.2% | -$1.67K | 0.28% | 52 |
|
|
2023
Q2 | $767K | Hold |
4,861
| – | – | 0.28% | 51 |
|
|
2023
Q1 | $740K | Sell |
4,861
-2,543
| -34% | -$387K | 0.28% | 52 |
|
|
2022
Q4 | $1.12M | Buy |
+7,404
| New | +$1.12M | 0.46% | 40 |
|
|
2022
Q3 | – | Sell |
-10,311
| Closed | -$1.5M | – | 591 |
|
|
2022
Q2 | $1.5M | Sell |
10,311
-2,191
| -18% | -$318K | 0.62% | 33 |
|
|
2022
Q1 | $2.08M | Buy |
12,502
+10,189
| +441% | +$1.69M | 0.76% | 27 |
|
|
2021
Q4 | $389K | Buy |
2,313
+2,268
| +5,040% | +$381K | 0.15% | 91 |
|
|
2021
Q3 | $7K | Hold |
45
| – | – | ﹤0.01% | 356 |
|
|
2021
Q2 | $7K | Sell |
45
-250
| -85% | -$38.9K | ﹤0.01% | 324 |
|
|
2021
Q1 | $45K | Hold |
295
| – | – | 0.02% | 222 |
|
|
2020
Q4 | $40K | Buy |
295
+250
| +556% | +$33.9K | 0.02% | 227 |
|
|
2020
Q3 | $5K | Buy |
45
+1
| +2% | +$111 | ﹤0.01% | 275 |
|
|
2020
Q2 | $5K | Sell |
44
-741
| -94% | -$84.2K | ﹤0.01% | 269 |
|
|
2020
Q1 | $78K | Hold |
785
| – | – | 0.06% | 136 |
|
|
2019
Q4 | $107K | Buy |
+785
| New | +$107K | 0.07% | 127 |
|