Auxano Advisors’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 | $669K | Hold |
3,442
| – | – | 0.16% | 83 |
|
|
2025
Q1 | $648K | Hold |
3,442
| – | – | 0.17% | 84 |
|
|
2024
Q4 | $637K | Hold |
3,442
| – | – | 0.16% | 84 |
|
|
2024
Q3 | $653K | Hold |
3,442
| – | – | 0.17% | 89 |
|
|
2024
Q2 | $601K | Sell |
3,442
-11
| -0.3% | -$1.92K | 0.17% | 87 |
|
|
2024
Q1 | $618K | Buy |
3,453
+11
| +0.3% | +$1.97K | 0.18% | 86 |
|
|
2023
Q4 | $569K | Hold |
3,442
| – | – | 0.19% | 79 |
|
|
2023
Q3 | $523K | Hold |
3,442
| – | – | 0.21% | 63 |
|
|
2023
Q2 | $524K | Hold |
3,442
| – | – | 0.21% | 62 |
|
|
2023
Q1 | $524K | Hold |
3,442
| – | – | 0.21% | 62 |
|
|
2022
Q4 | $522K | Hold |
3,442
| – | – | 0.24% | 59 |
|
|
2022
Q3 | $468K | Buy |
+3,442
| New | +$468K | 0.22% | 59 |
|