Bond & Devick Financial Network’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 | $2.06M | Hold |
10,592
| – | – | 0.68% | 24 |
|
|
2025
Q1 | $1.99M | Buy |
10,592
+63
| +0.6% | +$11.9K | 0.72% | 24 |
|
|
2024
Q4 | $2M | Hold |
10,529
| – | – | 0.85% | 23 |
|
|
2024
Q3 | $2M | Buy |
10,529
+334
| +3% | +$63.4K | 0.85% | 23 |
|
|
2024
Q2 | $1.78M | Hold |
10,195
| – | – | 0.95% | 19 |
|
|
2024
Q1 | $1.83M | Hold |
10,195
| – | – | 0.99% | 19 |
|
|
2023
Q4 | $1.68M | Sell |
10,195
-731
| -7% | -$121K | 0.96% | 18 |
|
|
2023
Q3 | $1.66M | Buy |
10,926
+63
| +0.6% | +$9.57K | 1.07% | 18 |
|
|
2023
Q2 | $1.71M | Hold |
10,863
| – | – | 1.06% | 16 |
|
|
2023
Q1 | $1.65M | Buy |
10,863
+125
| +1% | +$19K | 1.06% | 17 |
|
|
2022
Q4 | $1.63M | Buy |
10,738
+66
| +0.6% | +$10K | 1.16% | 16 |
|
|
2022
Q3 | $1.45M | Buy |
10,672
+1,124
| +12% | +$153K | 1.2% | 16 |
|
|
2022
Q2 | $1.38M | Sell |
9,548
-93
| -1% | -$13.5K | 1.21% | 18 |
|
|
2022
Q1 | $1.6M | Buy |
9,641
+915
| +10% | +$152K | 1.28% | 17 |
|
|
2021
Q4 | $1.47M | Buy |
8,726
+788
| +10% | +$132K | 1.1% | 18 |
|
|
2021
Q3 | $1.24M | Hold |
7,938
| – | – | 1.03% | 20 |
|
|
2021
Q2 | $1.26M | Hold |
7,938
| – | – | 1.04% | 19 |
|
|
2021
Q1 | $1.2M | Buy |
7,938
+1,357
| +21% | +$206K | 1.11% | 18 |
|
|
2020
Q4 | $900K | Buy |
+6,581
| New | +$900K | 1.03% | 28 |
|