Auour Investments’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 | $6.24M | Buy |
32,134
+136
| +0.4% | +$26.4K | 2.15% | 9 |
|
|
2025
Q1 | $5.83M | Buy |
31,998
+3,342
| +12% | +$609K | 2.11% | 9 |
|
|
2024
Q4 | $5.55M | Buy |
28,656
+563
| +2% | +$109K | 1.94% | 13 |
|
|
2024
Q3 | $5.32M | Sell |
28,093
-258
| -0.9% | -$48.9K | 1.9% | 13 |
|
|
2024
Q2 | $4.95M | Sell |
28,351
-199
| -0.7% | -$34.7K | 1.84% | 15 |
|
|
2024
Q1 | $5.11M | Sell |
28,550
-471
| -2% | -$84.4K | 1.89% | 16 |
|
|
2023
Q4 | $4.78M | Buy |
29,021
+221
| +0.8% | +$36.4K | 1.88% | 16 |
|
|
2023
Q3 | $4.33M | Sell |
28,800
-408
| -1% | -$61.3K | 1.82% | 16 |
|
|
2023
Q2 | $4.61M | Buy |
+29,208
| New | +$4.61M | 1.96% | 15 |
|