Beaird Harris 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 | $260K | Sell |
1,338
-31
| -2% | -$6.02K | 0.02% | 120 |
|
|
2025
Q1 | $258K | Sell |
1,369
-133
| -9% | -$25K | 0.02% | 116 |
|
|
2024
Q4 | $278K | Buy |
1,502
+1
| +0.1% | +$185 | 0.02% | 115 |
|
|
2024
Q3 | $285K | Sell |
1,501
-83
| -5% | -$15.8K | 0.02% | 119 |
|
|
2024
Q2 | $276K | Buy |
1,584
+60
| +4% | +$10.5K | 0.03% | 108 |
|
|
2024
Q1 | $273K | Sell |
1,524
-51
| -3% | -$9.13K | 0.03% | 101 |
|
|
2023
Q4 | $260K | Sell |
1,575
-68
| -4% | -$11.2K | 0.03% | 96 |
|
|
2023
Q3 | $249K | Sell |
1,643
-25
| -1% | -$3.8K | 0.03% | 87 |
|
|
2023
Q2 | $263K | Sell |
1,668
-36
| -2% | -$5.68K | 0.03% | 85 |
|
|
2023
Q1 | $259K | Buy |
1,704
+2
| +0.1% | +$304 | 0.05% | 79 |
|
|
2022
Q4 | $258K | Sell |
1,702
-71
| -4% | -$10.8K | 0.05% | 76 |
|
|
2022
Q3 | $241K | Sell |
1,773
-53
| -3% | -$7.2K | 0.05% | 71 |
|
|
2022
Q2 | $265K | Sell |
1,826
-227
| -11% | -$32.9K | 0.07% | 58 |
|
|
2022
Q1 | $341K | Sell |
2,053
-13
| -0.6% | -$2.16K | 0.12% | 60 |
|
|
2021
Q4 | $347K | Buy |
+2,066
| New | +$347K | 0.13% | 81 |
|