Bruce G. Allen Investments’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 | $1.41M | Sell |
7,254
-244
| -3% | -$47.4K | 1.07% | 13 |
|
|
2025
Q1 | $1.41M | Sell |
7,498
-641
| -8% | -$121K | 1.12% | 12 |
|
|
2024
Q4 | $1.51M | Buy |
8,139
+183
| +2% | +$33.9K | 1.22% | 11 |
|
|
2024
Q3 | $1.51M | Sell |
7,956
-144
| -2% | -$27.3K | 1.17% | 11 |
|
|
2024
Q2 | $1.41M | Sell |
8,100
-326
| -4% | -$56.9K | 1.19% | 12 |
|
|
2024
Q1 | $1.51M | Sell |
8,426
-73
| -0.9% | -$13.1K | 1.24% | 12 |
|
|
2023
Q4 | $1.4M | Buy |
+8,499
| New | +$1.4M | 1.28% | 12 |
|