Atwood & Palmer’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 | $240K | Hold |
1,234
| – | – | 0.02% | 144 |
|
|
2025
Q1 | $232K | Hold |
1,234
| – | – | 0.02% | 143 |
|
|
2024
Q4 | $228K | Hold |
1,234
| – | – | 0.02% | 140 |
|
|
2024
Q3 | $234K | Hold |
1,234
| – | – | 0.02% | 139 |
|
|
2024
Q2 | $215K | Hold |
1,234
| – | – | 0.02% | 140 |
|
|
2024
Q1 | $221K | Hold |
1,234
| – | – | 0.02% | 137 |
|
|
2023
Q4 | $204K | Hold |
1,234
| – | – | 0.02% | 147 |
|
|
2023
Q3 | $187K | Hold |
1,234
| – | – | 0.02% | 144 |
|
|
2023
Q2 | $195K | Hold |
1,234
| – | – | 0.02% | 149 |
|
|
2023
Q1 | $188K | Hold |
1,234
| – | – | 0.02% | 143 |
|
|
2022
Q4 | $187K | Buy |
+1,234
| New | +$187K | 0.02% | 147 |
|
|
2022
Q3 | – | Sell |
-250
| Closed | -$36K | – | 386 |
|
|
2022
Q2 | $36K | Hold |
250
| – | – | ﹤0.01% | 239 |
|
|
2022
Q1 | $41K | Hold |
250
| – | – | ﹤0.01% | 244 |
|
|
2021
Q4 | $42K | Hold |
250
| – | – | ﹤0.01% | 245 |
|
|
2021
Q3 | $39K | Hold |
250
| – | – | ﹤0.01% | 239 |
|
|
2021
Q2 | $40K | Buy |
+250
| New | +$40K | ﹤0.01% | 238 |
|
|
2017
Q2 | – | Sell |
-3,357
| Closed | -$386K | – | 323 |
|
|
2017
Q1 | $386K | Buy |
+3,357
| New | +$386K | 0.06% | 88 |
|
|
2015
Q3 | – | Sell |
-269
| Closed | -$28K | – | 449 |
|
|
2015
Q2 | $28K | Hold |
269
| – | – | 0.01% | 218 |
|
|
2015
Q1 | $28K | Hold |
269
| – | – | 0.01% | 215 |
|
|
2014
Q4 | $29K | Hold |
269
| – | – | 0.01% | 226 |
|
|
2014
Q3 | $27K | Buy |
269
+195
| +264% | +$19.6K | 0.01% | 238 |
|
|
2014
Q2 | $7K | Buy |
+74
| New | +$7K | ﹤0.01% | 283 |
|