Baltimore-Washington Financial 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 | $202K | Buy |
+1,040
| New | +$202K | 0.01% | 169 |
|
|
2015
Q4 | – | Sell |
-100
| Closed | -$9K | – | 175 |
|
|
2015
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 199 |
|
|
2015
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 183 |
|
|
2015
Q1 | $10K | Sell |
100
-17
| -15% | -$1.7K | ﹤0.01% | 209 |
|
|
2014
Q4 | $12K | Buy |
117
+47
| +67% | +$4.82K | ﹤0.01% | 200 |
|
|
2014
Q3 | $7K | Buy |
+70
| New | +$7K | ﹤0.01% | 235 |
|
|
2014
Q2 | – | Sell |
-211
| Closed | -$20K | – | 278 |
|
|
2014
Q1 | $20K | Hold |
211
| – | – | 0.01% | 179 |
|
|
2013
Q4 | $20K | Sell |
211
-55
| -21% | -$5.21K | 0.01% | 205 |
|
|
2013
Q3 | $23K | Hold |
266
| – | – | 0.01% | 147 |
|
|
2013
Q2 | $22K | Buy |
+266
| New | +$22K | 0.01% | 133 |
|