Brightwater Advisory’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 | $5.62M | Sell |
28,944
-202
| -0.7% | -$39.2K | 4.04% | 9 |
|
|
2025
Q1 | $5.48M | Sell |
29,146
-399
| -1% | -$75.1K | 4.34% | 7 |
|
|
2024
Q4 | $5.47M | Sell |
29,545
-167
| -0.6% | -$30.9K | 4.29% | 8 |
|
|
2024
Q3 | $5.64M | Sell |
29,712
-298
| -1% | -$56.6K | 4.15% | 9 |
|
|
2024
Q2 | $5.24M | Sell |
30,010
-1,477
| -5% | -$258K | 4.04% | 9 |
|
|
2024
Q1 | $5.64M | Sell |
31,487
-885
| -3% | -$159K | 4.53% | 8 |
|
|
2023
Q4 | $5.35M | Buy |
+32,372
| New | +$5.35M | 4.52% | 7 |
|