BG Investment Services’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 | $3.43M | Sell |
17,410
-8,146
| -32% | -$1.61M | 4.29% | 5 |
|
|
2025
Q1 | $4.81M | Sell |
25,556
-12,650
| -33% | -$2.38M | 5.18% | 5 |
|
|
2024
Q4 | $7.07M | Buy |
+38,206
| New | +$7.07M | 7.12% | 4 |
|
|
2022
Q4 | $1.78M | Hold |
11,715
| – | – | 1.94% | 11 |
|
|
2022
Q3 | $1.59M | Hold |
11,715
| – | – | 1.94% | 11 |
|
|
2022
Q2 | $1.7M | Hold |
11,715
| – | – | 1.87% | 11 |
|
|
2022
Q1 | $1.94M | Buy |
+11,715
| New | +$1.94M | 1.9% | 11 |
|