Capital Performance Advisors’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 | $1.37M | Sell |
7,046
-460
| -6% | -$89.3K | 0.27% | 52 |
|
|
2025
Q1 | $1.41M | Buy |
7,506
+460
| +7% | +$86.5K | 0.31% | 46 |
|
|
2024
Q4 | $1.3M | Hold |
7,046
| – | – | 0.42% | 30 |
|
|
2024
Q3 | $1.34M | Hold |
7,046
| – | – | 0.41% | 30 |
|
|
2024
Q2 | $1.23M | Hold |
7,046
| – | – | 0.47% | 30 |
|
|
2024
Q1 | $1.26M | Buy |
+7,046
| New | +$1.26M | 0.48% | 29 |
|