BFA
Benedict Financial Advisors’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 | $1.81M | Sell |
9,294
-42
| -0.4% | -$8.16K | 0.41% | 81 |
|
|
2025
Q1 | $1.76M | Buy |
9,336
+35
| +0.4% | +$6.59K | 0.41% | 80 |
|
|
2024
Q4 | $1.72M | Buy |
9,301
+323
| +4% | +$59.8K | 0.42% | 80 |
|
|
2024
Q3 | $1.7M | Sell |
8,978
-283
| -3% | -$53.7K | 0.4% | 81 |
|
|
2024
Q2 | $1.62M | Buy |
9,261
+83
| +0.9% | +$14.5K | 0.41% | 81 |
|
|
2024
Q1 | $1.64M | Sell |
9,178
-164
| -2% | -$29.4K | 0.42% | 82 |
|
|
2023
Q4 | $1.54M | Buy |
9,342
+9
| +0.1% | +$1.49K | 0.42% | 81 |
|
|
2023
Q3 | $1.42M | Sell |
9,333
-566
| -6% | -$85.9K | 0.41% | 85 |
|
|
2023
Q2 | $1.56M | Sell |
9,899
-691
| -7% | -$109K | 0.43% | 81 |
|
|
2023
Q1 | $1.61M | Sell |
10,590
-30
| -0.3% | -$4.57K | 0.45% | 76 |
|
|
2022
Q4 | $1.61M | Sell |
10,620
-50
| -0.5% | -$7.58K | 0.48% | 70 |
|
|
2022
Q3 | $1.45M | Sell |
10,670
-488
| -4% | -$66.4K | 0.46% | 73 |
|
|
2022
Q2 | $1.62M | Sell |
11,158
-2,654
| -19% | -$385K | 0.48% | 68 |
|
|
2022
Q1 | $2.29M | Sell |
13,812
-3,739
| -21% | -$621K | 0.61% | 59 |
|
|
2021
Q4 | $2.95M | Buy |
17,551
+497
| +3% | +$83.5K | 0.77% | 52 |
|
|
2021
Q3 | $2.67M | Sell |
17,054
-13
| -0.1% | -$2.04K | 0.75% | 53 |
|
|
2021
Q2 | $2.71M | Buy |
17,067
+1,757
| +11% | +$279K | 0.75% | 50 |
|
|
2021
Q1 | $2.32M | Buy |
+15,310
| New | +$2.32M | 0.67% | 57 |
|