Builder Investment Group’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 | $205K | Buy |
+1,055
| New | +$205K | 0.05% | 101 |
|
|
2024
Q4 | – | Sell |
-1,055
| Closed | -$200K | – | 102 |
|
|
2024
Q3 | $200K | Buy |
+1,055
| New | +$200K | 0.05% | 101 |
|
|
2023
Q2 | – | Sell |
-1,714
| Closed | -$261K | – | 96 |
|
|
2023
Q1 | $261K | Sell |
1,714
-292
| -15% | -$44.5K | 0.11% | 80 |
|
|
2022
Q4 | $304K | Buy |
+2,006
| New | +$304K | 0.14% | 71 |
|