BSW Wealth Partners’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 | $1,000K | Hold |
5,148
| – | – | 0.14% | 92 |
|
|
2025
Q1 | $969K | Buy |
5,148
+790
| +18% | +$149K | 0.15% | 84 |
|
|
2024
Q4 | $807K | Hold |
4,358
| – | – | 0.12% | 106 |
|
|
2024
Q3 | $827K | Hold |
4,358
| – | – | 0.12% | 90 |
|
|
2024
Q2 | $760K | Buy |
4,358
+538
| +14% | +$93.9K | 0.12% | 97 |
|
|
2024
Q1 | $684K | Hold |
3,820
| – | – | 0.12% | 104 |
|
|
2023
Q4 | $631K | Hold |
3,820
| – | – | 0.13% | 102 |
|
|
2023
Q3 | $580K | Hold |
3,820
| – | – | 0.13% | 96 |
|
|
2023
Q2 | $603K | Hold |
3,820
| – | – | 0.13% | 96 |
|
|
2023
Q1 | $582K | Buy |
3,820
+484
| +15% | +$73.7K | 0.12% | 120 |
|
|
2022
Q4 | $506K | Hold |
3,336
| – | – | 0.11% | 133 |
|
|
2022
Q3 | $454K | Buy |
+3,336
| New | +$454K | 0.11% | 128 |
|