Brio Consultants’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 | – | Sell |
-1,610
| Closed | -$303K | – | 136 |
|
|
2025
Q1 | $303K | Buy |
+1,610
| New | +$303K | 0.05% | 96 |
|
|
2020
Q4 | – | Sell |
-1,729
| Closed | -$204K | – | 73 |
|
|
2020
Q3 | $204K | Buy |
+1,729
| New | +$204K | 0.06% | 72 |
|
|
2020
Q1 | – | Sell |
-1,799
| Closed | -$245K | – | 73 |
|
|
2019
Q4 | $245K | Sell |
1,799
-5
| -0.3% | -$681 | 0.08% | 66 |
|
|
2019
Q3 | $231K | Buy |
1,804
+11
| +0.6% | +$1.41K | 0.09% | 66 |
|
|
2019
Q2 | $228K | Buy |
+1,793
| New | +$228K | 0.09% | 66 |
|