Capital Wealth Planning’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 |
-2,150
| Closed | -$398K | – | 150 |
|
|
2024
Q4 | $398K | Buy |
+2,150
| New | +$398K | ﹤0.01% | 107 |
|
|
2020
Q1 | – | Sell |
-3,578
| Closed | -$488K | – | 249 |
|
|
2019
Q4 | $488K | Buy |
3,578
+68
| +2% | +$9.27K | 0.03% | 122 |
|
|
2019
Q3 | $454K | Sell |
3,510
-333
| -9% | -$43.1K | 0.03% | 146 |
|
|
2019
Q2 | $489K | Buy |
+3,843
| New | +$489K | 0.04% | 130 |
|