Benjamin Edwards Inc’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
1,621
+218
| +16% | +$42.3K | ﹤0.01% | 979 |
|
|
2025
Q1 | $264K | Sell |
1,403
-4
| -0.3% | -$753 | ﹤0.01% | 965 |
|
|
2024
Q4 | $260K | Sell |
1,407
-192
| -12% | -$35.5K | ﹤0.01% | 1011 |
|
|
2024
Q3 | $303K | Buy |
+1,599
| New | +$303K | ﹤0.01% | 943 |
|
|
2024
Q2 | – | Sell |
-124
| Closed | -$22K | – | 748 |
|
|
2024
Q1 | $22K | Buy |
124
+33
| +36% | +$5.86K | ﹤0.01% | 563 |
|
|
2023
Q4 | $15K | Hold |
91
| – | – | ﹤0.01% | 561 |
|
|
2023
Q3 | $14K | Hold |
91
| – | – | ﹤0.01% | 556 |
|
|
2023
Q2 | $14K | Sell |
91
-14
| -13% | -$2.15K | ﹤0.01% | 549 |
|
|
2023
Q1 | $16K | Buy |
105
+14
| +15% | +$2.13K | ﹤0.01% | 545 |
|
|
2022
Q4 | $14K | Hold |
91
| – | – | ﹤0.01% | 551 |
|
|
2022
Q3 | $12K | Sell |
91
-24
| -21% | -$3.17K | ﹤0.01% | 545 |
|
|
2022
Q2 | $17K | Sell |
115
-18
| -14% | -$2.66K | 0.01% | 533 |
|
|
2022
Q1 | $22K | Hold |
133
| – | – | 0.01% | 544 |
|
|
2021
Q4 | $22K | Buy |
+133
| New | +$22K | 0.01% | 512 |
|