Caitlin John’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
Q1 | – | Sell |
-260
| Closed | -$48.1K | – | 459 |
|
|
2024
Q4 | $48.1K | Hold |
260
| – | – | 0.03% | 226 |
|
|
2024
Q3 | $50.7K | Hold |
260
| – | – | 0.03% | 231 |
|
|
2024
Q2 | $45.4K | Hold |
260
| – | – | 0.03% | 249 |
|
|
2024
Q1 | $46.6K | Sell |
260
-63
| -20% | -$11.3K | 0.03% | 243 |
|
|
2023
Q4 | $53.3K | Buy |
+323
| New | +$53.3K | 0.04% | 207 |
|