Caldwell Sutter Capital’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 | $131K | Hold |
674
| – | – | 0.06% | 250 |
|
|
2025
Q1 | $127K | Buy |
674
+100
| +17% | +$18.8K | 0.06% | 249 |
|
|
2024
Q4 | $106K | Hold |
574
| – | – | 0.05% | 269 |
|
|
2024
Q3 | $109K | Hold |
574
| – | – | 0.05% | 268 |
|
|
2024
Q2 | $100K | Sell |
574
-70
| -11% | -$12.2K | 0.05% | 274 |
|
|
2024
Q1 | $115K | Hold |
644
| – | – | 0.06% | 260 |
|
|
2023
Q4 | $106K | Sell |
644
-126
| -16% | -$20.8K | 0.05% | 261 |
|
|
2023
Q3 | $117K | Hold |
770
| – | – | 0.06% | 234 |
|
|
2023
Q2 | $122K | Buy |
770
+250
| +48% | +$39.5K | 0.06% | 234 |
|
|
2023
Q1 | $79.2K | Buy |
520
+291
| +127% | +$44.3K | 0.06% | 206 |
|
|
2022
Q4 | $34.7K | Buy |
+229
| New | +$34.7K | 0.03% | 197 |
|