BKM Wealth Management’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 | $733K | Buy |
3,774
+267
| +8% | +$51.9K | 0.29% | 83 |
|
|
2025
Q1 | $660K | Buy |
3,507
+206
| +6% | +$38.8K | 0.27% | 88 |
|
|
2024
Q4 | $611K | Buy |
3,301
+272
| +9% | +$50.4K | 0.25% | 91 |
|
|
2024
Q3 | $575K | Buy |
3,029
+712
| +31% | +$135K | 0.23% | 108 |
|
|
2024
Q2 | $404K | Buy |
2,317
+387
| +20% | +$67.5K | 0.19% | 116 |
|
|
2024
Q1 | $346K | Buy |
1,930
+250
| +15% | +$44.8K | 0.15% | 125 |
|
|
2023
Q4 | $278K | Buy |
+1,680
| New | +$278K | 0.12% | 134 |
|