BFC
Bedel Financial Consulting’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 | $875K | Buy |
4,503
+99
| +2% | +$19.2K | 0.12% | 102 |
|
|
2025
Q1 | $805K | Hold |
4,404
| – | – | 0.12% | 102 |
|
|
2024
Q4 | $856K | Buy |
4,404
+57
| +1% | +$11.1K | 0.12% | 97 |
|
|
2024
Q3 | $825K | Buy |
4,347
+76
| +2% | +$14.4K | 0.12% | 96 |
|
|
2024
Q2 | $745K | Sell |
4,271
-106
| -2% | -$18.5K | 0.11% | 97 |
|
|
2024
Q1 | $784K | Sell |
4,377
-121
| -3% | -$21.7K | 0.12% | 90 |
|
|
2023
Q4 | $743K | Buy |
4,498
+1,073
| +31% | +$177K | 0.14% | 93 |
|
|
2023
Q3 | $520K | Buy |
3,425
+301
| +10% | +$45.7K | 0.11% | 117 |
|
|
2023
Q2 | $493K | Sell |
3,124
-2,011
| -39% | -$317K | 0.1% | 120 |
|
|
2023
Q1 | $782K | Buy |
5,135
+2,605
| +103% | +$397K | 0.19% | 76 |
|
|
2022
Q4 | $384K | Hold |
2,530
| – | – | 0.1% | 141 |
|
|
2022
Q3 | $380K | Sell |
2,530
-43
| -2% | -$6.46K | 0.1% | 134 |
|
|
2022
Q2 | $373K | Buy |
2,573
+1,066
| +71% | +$155K | 0.11% | 127 |
|
|
2022
Q1 | $250K | Buy |
1,507
+17
| +1% | +$2.82K | 0.08% | 164 |
|
|
2021
Q4 | $250K | Sell |
1,490
-2
| -0.1% | -$336 | 0.08% | 169 |
|
|
2021
Q3 | $234K | Hold |
1,492
| – | – | 0.08% | 167 |
|
|
2021
Q2 | $237K | Buy |
1,492
+48
| +3% | +$7.63K | 0.08% | 165 |
|
|
2021
Q1 | $219K | Buy |
1,444
+195
| +16% | +$29.6K | 0.08% | 168 |
|
|
2020
Q4 | $171K | Buy |
1,249
+150
| +14% | +$20.5K | 0.08% | 164 |
|
|
2020
Q3 | $130K | Hold |
1,099
| – | – | 0.07% | 176 |
|
|
2020
Q2 | $124K | Hold |
1,099
| – | – | 0.07% | 171 |
|
|
2020
Q1 | $109K | Hold |
1,099
| – | – | 0.07% | 171 |
|
|
2019
Q4 | $150K | Hold |
1,099
| – | – | 0.09% | 169 |
|
|
2019
Q3 | $141K | Hold |
1,099
| – | – | 0.08% | 168 |
|
|
2019
Q2 | $140K | Hold |
1,099
| – | – | 0.09% | 168 |
|
|
2019
Q1 | $136K | Hold |
1,099
| – | – | 0.09% | 163 |
|
|
2018
Q4 | $122K | Hold |
1,099
| – | – | 0.09% | 165 |
|
|
2018
Q3 | $135K | Sell |
1,099
-207
| -16% | -$25.4K | 0.09% | 169 |
|
|
2018
Q2 | $159K | Hold |
1,306
| – | – | 0.12% | 154 |
|
|
2018
Q1 | $157K | Buy |
+1,306
| New | +$157K | 0.12% | 156 |
|