BCGM Wealth Management’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 | $321K | Buy |
1,655
+30
| +2% | +$5.83K | 0.09% | 131 |
|
|
2025
Q1 | $306K | Buy |
1,625
+2
| +0.1% | +$376 | 0.09% | 130 |
|
|
2024
Q4 | $301K | Sell |
1,623
-64
| -4% | -$11.9K | 0.1% | 129 |
|
|
2024
Q3 | $320K | Buy |
1,687
+1
| +0.1% | +$190 | 0.1% | 127 |
|
|
2024
Q2 | $294K | Buy |
1,686
+2
| +0.1% | +$349 | 0.1% | 125 |
|
|
2024
Q1 | $302K | Buy |
1,684
+1
| +0.1% | +$179 | 0.11% | 116 |
|
|
2023
Q4 | $278K | Buy |
+1,683
| New | +$278K | 0.11% | 112 |
|