Brighton Jones LLC’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 | $6.57M | Buy |
33,810
+1,828
| +6% | +$355K | 0.18% | 75 |
|
|
2025
Q1 | $6.02M | Sell |
31,982
-4,681
| -13% | -$881K | 0.19% | 73 |
|
|
2024
Q4 | $6.79M | Buy |
36,663
+2,981
| +9% | +$552K | 0.2% | 67 |
|
|
2024
Q3 | $6.39M | Sell |
33,682
-4,056
| -11% | -$770K | 0.24% | 55 |
|
|
2024
Q2 | $6.58M | Buy |
37,738
+4,568
| +14% | +$797K | 0.22% | 59 |
|
|
2024
Q1 | $5.94M | Buy |
33,170
+244
| +0.7% | +$43.7K | 0.21% | 64 |
|
|
2023
Q4 | $5.44M | Buy |
32,926
+4,404
| +15% | +$728K | 0.23% | 66 |
|
|
2023
Q3 | $4.33M | Buy |
28,522
+166
| +0.6% | +$25.2K | 0.22% | 67 |
|
|
2023
Q2 | $4.48M | Buy |
28,356
+760
| +3% | +$120K | 0.23% | 64 |
|
|
2023
Q1 | $4.2M | Buy |
27,596
+261
| +1% | +$39.7K | 0.24% | 61 |
|
|
2022
Q4 | $4.15M | Sell |
27,335
-862
| -3% | -$131K | 0.25% | 54 |
|
|
2022
Q3 | $3.84M | Sell |
28,197
-330
| -1% | -$44.9K | 0.22% | 53 |
|
|
2022
Q2 | $4.14M | Buy |
28,527
+187
| +0.7% | +$27.1K | 0.24% | 48 |
|
|
2022
Q1 | $4.7M | Buy |
28,340
+296
| +1% | +$49.1K | 0.22% | 53 |
|
|
2021
Q4 | $4.71M | Buy |
28,044
+124
| +0.4% | +$20.8K | 0.22% | 52 |
|
|
2021
Q3 | $4.37M | Buy |
27,920
+5,042
| +22% | +$789K | 0.23% | 50 |
|
|
2021
Q2 | $3.63M | Buy |
22,878
+3,802
| +20% | +$603K | 0.19% | 55 |
|
|
2021
Q1 | $2.89M | Buy |
19,076
+2,646
| +16% | +$401K | 0.17% | 60 |
|
|
2020
Q4 | $2.25M | Buy |
16,430
+1,106
| +7% | +$151K | 0.14% | 69 |
|
|
2020
Q3 | $1.81M | Buy |
15,324
+767
| +5% | +$90.6K | 0.13% | 69 |
|
|
2020
Q2 | $1.64M | Sell |
14,557
-1,088
| -7% | -$123K | 0.13% | 70 |
|
|
2020
Q1 | $1.55M | Buy |
15,645
+644
| +4% | +$63.9K | 0.16% | 64 |
|
|
2019
Q4 | $2.05M | Buy |
15,001
+311
| +2% | +$42.4K | 0.22% | 62 |
|
|
2019
Q3 | $1.88M | Sell |
14,690
-548
| -4% | -$70.3K | 0.22% | 61 |
|
|
2019
Q2 | $1.94M | Buy |
15,238
+1,489
| +11% | +$189K | 0.23% | 58 |
|
|
2019
Q1 | $1.7M | Buy |
13,749
+190
| +1% | +$23.5K | 0.21% | 67 |
|
|
2018
Q4 | $1.51M | Sell |
13,559
-239
| -2% | -$26.5K | 0.22% | 61 |
|
|
2018
Q3 | $1.75M | Buy |
13,798
+47
| +0.3% | +$5.95K | 0.21% | 57 |
|
|
2018
Q2 | $1.67M | Sell |
13,751
-2,087
| -13% | -$253K | 0.21% | 58 |
|
|
2018
Q1 | $1.9M | Buy |
15,838
+2,117
| +15% | +$254K | 0.26% | 47 |
|
|
2017
Q4 | $1.71M | Sell |
13,721
-522
| -4% | -$64.9K | 0.21% | 54 |
|
|
2017
Q3 | $1.69M | Buy |
14,243
+258
| +2% | +$30.6K | 0.22% | 49 |
|
|
2017
Q2 | $1.63M | Buy |
13,985
+837
| +6% | +$97.4K | 0.23% | 50 |
|
|
2017
Q1 | $1.51M | Buy |
13,148
+8,437
| +179% | +$970K | 0.37% | 27 |
|
|
2016
Q4 | $528K | Sell |
4,711
-9,086
| -66% | -$1.02M | 0.2% | 38 |
|
|
2016
Q3 | $1.46M | Sell |
13,797
-261
| -2% | -$27.6K | 0.24% | 51 |
|
|
2016
Q2 | $1.45M | Sell |
14,058
-1,782
| -11% | -$184K | 0.26% | 49 |
|
|
2016
Q1 | $1.57M | Sell |
15,840
-837
| -5% | -$82.7K | 0.29% | 44 |
|
|
2015
Q4 | $1.63M | Buy |
16,677
+402
| +2% | +$39.3K | 0.32% | 41 |
|
|
2015
Q3 | $1.52M | Buy |
16,275
+559
| +4% | +$52.1K | 0.32% | 39 |
|
|
2015
Q2 | $1.62M | Buy |
15,716
+608
| +4% | +$62.7K | 0.37% | 35 |
|
|
2015
Q1 | $1.56M | Sell |
15,108
-3
| -0% | -$309 | 0.35% | 35 |
|
|
2014
Q4 | $1.58M | Sell |
15,111
-163
| -1% | -$17K | 0.36% | 40 |
|
|
2014
Q3 | $1.53M | Buy |
15,274
+305
| +2% | +$30.5K | 0.34% | 38 |
|
|
2014
Q2 | $1.52M | Buy |
14,969
+747
| +5% | +$75.7K | 0.34% | 37 |
|
|
2014
Q1 | $1.37M | Sell |
14,222
-5,132
| -27% | -$495K | 0.32% | 38 |
|
|
2013
Q4 | $1.82M | Buy |
19,354
+482
| +3% | +$45.4K | 0.42% | 30 |
|
|
2013
Q3 | $1.63M | Buy |
18,872
+448
| +2% | +$38.6K | 0.43% | 27 |
|
|
2013
Q2 | $1.54M | Buy |
+18,424
| New | +$1.54M | 0.46% | 20 |
|