Breed's Hill Capital’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 | $1.67M | Hold |
8,603
| – | – | 0.8% | 24 |
|
|
2025
Q1 | $1.62M | Hold |
8,603
| – | – | 0.87% | 23 |
|
|
2024
Q4 | $1.59M | Hold |
8,603
| – | – | 0.83% | 23 |
|
|
2024
Q3 | $1.63M | Hold |
8,603
| – | – | 1.34% | 18 |
|
|
2024
Q2 | $1.5M | Sell |
8,603
-79
| -0.9% | -$13.8K | 1.33% | 18 |
|
|
2024
Q1 | $1.56M | Buy |
8,682
+52
| +0.6% | +$9.31K | 1.43% | 18 |
|
|
2023
Q4 | $1.43M | Buy |
+8,630
| New | +$1.43M | 1.38% | 19 |
|