Axxcess Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
12,822
+1,320
| +11% | +$256K | 0.06% | 251 |
|
|
2025
Q1 | $2.16M | Sell |
11,502
-4,539
| -28% | -$854K | 0.06% | 251 |
|
|
2024
Q4 | $2.97M | Buy |
16,041
+705
| +5% | +$131K | 0.07% | 199 |
|
|
2024
Q3 | $2.91M | Buy |
15,336
+1,759
| +13% | +$334K | 0.07% | 201 |
|
|
2024
Q2 | $2.37M | Sell |
13,577
-1,327
| -9% | -$232K | 0.06% | 225 |
|
|
2024
Q1 | $2.67M | Buy |
14,904
+3,926
| +36% | +$703K | 0.07% | 205 |
|
|
2023
Q4 | $1.81M | Buy |
10,978
+3,636
| +50% | +$601K | 0.05% | 261 |
|
|
2023
Q3 | $1.11M | Buy |
7,342
+1,311
| +22% | +$199K | 0.04% | 300 |
|
|
2023
Q2 | $952K | Buy |
6,031
+370
| +7% | +$58.4K | 0.07% | 237 |
|
|
2023
Q1 | $862K | Sell |
5,661
-2,166
| -28% | -$330K | 0.07% | 252 |
|
|
2022
Q4 | $1.19M | Buy |
7,827
+3,364
| +75% | +$510K | 0.1% | 197 |
|
|
2022
Q3 | $607K | Sell |
4,463
-192
| -4% | -$26.1K | 0.06% | 273 |
|
|
2022
Q2 | $675K | Sell |
4,655
-1,532
| -25% | -$222K | 0.06% | 246 |
|
|
2022
Q1 | $1.03M | Buy |
6,187
+1,396
| +29% | +$232K | 0.08% | 207 |
|
|
2021
Q4 | $804K | Buy |
+4,791
| New | +$804K | 0.06% | 252 |
|