BlueChip Wealth Advisors’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 | $1.04M | Hold |
5,357
| – | – | 0.46% | 47 |
|
|
2025
Q1 | $1.01M | Hold |
5,357
| – | – | 0.5% | 44 |
|
|
2024
Q4 | $992K | Buy |
5,357
+88
| +2% | +$16.3K | 0.55% | 38 |
|
|
2024
Q3 | $1M | Buy |
5,269
+420
| +9% | +$79.7K | 0.52% | 45 |
|
|
2024
Q2 | $846K | Sell |
4,849
-35
| -0.7% | -$6.11K | 0.5% | 45 |
|
|
2024
Q1 | $875K | Buy |
4,884
+56
| +1% | +$10K | 0.56% | 41 |
|
|
2023
Q4 | $798K | Buy |
+4,828
| New | +$798K | 0.56% | 44 |
|