Caldwell Sutter Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Hold |
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|
2025
Q1 | $127K | Buy |
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|
2024
Q4 | $106K | Hold |
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|
2024
Q3 | $109K | Hold |
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|
2024
Q2 | $100K | Sell |
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|
2024
Q1 | $115K | Hold |
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|
2023
Q4 | $106K | Sell |
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|
2023
Q3 | $117K | Hold |
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|
2023
Q2 | $122K | Buy |
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|
2023
Q1 | $79.2K | Buy |
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|
2022
Q4 | $34.7K | Buy |
|