Bensler’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 | $1.51M | Buy |
7,776
+2
| +0% | +$388 | 0.17% | 85 |
|
|
2025
Q1 | $1.46M | Buy |
7,774
+2
| +0% | +$376 | 0.18% | 85 |
|
|
2024
Q4 | $1.44M | Buy |
7,772
+2
| +0% | +$370 | 0.17% | 85 |
|
|
2024
Q3 | $1.47M | Buy |
7,770
+2
| +0% | +$380 | 0.19% | 84 |
|
|
2024
Q2 | $1.36M | Buy |
7,768
+161
| +2% | +$28.1K | 0.18% | 83 |
|
|
2024
Q1 | $1.36M | Buy |
7,607
+46
| +0.6% | +$8.24K | 0.2% | 82 |
|
|
2023
Q4 | $1.25M | Buy |
7,561
+326
| +5% | +$53.9K | 0.21% | 87 |
|
|
2023
Q3 | $1.1M | Hold |
7,235
| – | – | 0.21% | 91 |
|
|
2023
Q2 | $1.14M | Sell |
7,235
-251
| -3% | -$39.6K | 0.22% | 92 |
|
|
2023
Q1 | $1.14M | Sell |
7,486
-603
| -7% | -$91.8K | 0.23% | 90 |
|
|
2022
Q4 | $1.23M | Buy |
8,089
+738
| +10% | +$112K | 0.27% | 90 |
|
|
2022
Q3 | $1,000K | Hold |
7,351
| – | – | 0.24% | 93 |
|
|
2022
Q2 | $1.07M | Sell |
7,351
-131
| -2% | -$19K | 0.25% | 88 |
|
|
2022
Q1 | $1.24M | Buy |
7,482
+78
| +1% | +$12.9K | 0.26% | 88 |
|
|
2021
Q4 | $1.24M | Buy |
+7,404
| New | +$1.24M | 0.35% | 70 |
|