Brookmont Capital Management’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 | $222K | Hold |
1,144
| – | – | 0.13% | 53 |
|
|
2025
Q1 | $215K | Hold |
1,144
| – | – | 0.12% | 51 |
|
|
2024
Q4 | $212K | Sell |
1,144
-27
| -2% | -$5K | 0.11% | 53 |
|
|
2024
Q3 | $222K | Hold |
1,171
| – | – | 0.11% | 53 |
|
|
2024
Q2 | $204K | Hold |
1,171
| – | – | 0.11% | 53 |
|
|
2024
Q1 | $210K | Buy |
+1,171
| New | +$210K | 0.11% | 50 |
|
|
2015
Q2 | – | Sell |
-2,814
| Closed | -$290K | – | 62 |
|
|
2015
Q1 | $290K | Sell |
2,814
-10,836
| -79% | -$1.12M | 0.07% | 57 |
|
|
2014
Q4 | $1.43M | Buy |
+13,650
| New | +$1.43M | 0.41% | 37 |
|