BIP Wealth’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 | $301K | Sell |
1,552
-910
| -37% | -$177K | 0.02% | 208 |
|
|
2025
Q1 | $463K | Sell |
2,462
-181
| -7% | -$34.1K | 0.03% | 160 |
|
|
2024
Q4 | $489K | Buy |
2,643
+1,187
| +82% | +$220K | 0.03% | 152 |
|
|
2024
Q3 | $276K | Buy |
1,456
+2
| +0.1% | +$380 | 0.02% | 192 |
|
|
2024
Q2 | $254K | Sell |
1,454
-304
| -17% | -$53.1K | 0.02% | 165 |
|
|
2024
Q1 | $315K | Buy |
1,758
+535
| +44% | +$95.8K | 0.02% | 155 |
|
|
2023
Q4 | $202K | Buy |
+1,223
| New | +$202K | 0.02% | 188 |
|