BFSG LLC’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 | $7.58K | Sell |
39
-22
| -36% | -$4.27K | ﹤0.01% | 537 |
|
|
2025
Q1 | $11.5K | Sell |
61
-22
| -27% | -$4.14K | ﹤0.01% | 487 |
|
|
2024
Q4 | $15.4K | Hold |
83
| – | – | ﹤0.01% | 466 |
|
|
2024
Q3 | $15.8K | Sell |
83
-3
| -3% | -$569 | ﹤0.01% | 461 |
|
|
2024
Q2 | $15K | Sell |
86
-100
| -54% | -$17.4K | ﹤0.01% | 442 |
|
|
2024
Q1 | $33.3K | Sell |
186
-100
| -35% | -$17.9K | ﹤0.01% | 404 |
|
|
2023
Q4 | $47.3K | Buy |
+286
| New | +$47.3K | 0.01% | 357 |
|