Cardiff Park 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 | $1.43M | Buy |
7,380
+7
| +0.1% | +$1.36K | 0.12% | 89 |
|
2025
Q1 | $1.39M | Buy |
7,373
+4
| +0.1% | +$753 | 0.13% | 81 |
|
2024
Q4 | $1.36M | Buy |
7,369
+6
| +0.1% | +$1.11K | 0.13% | 80 |
|
2024
Q3 | $1.4M | Buy |
7,363
+5
| +0.1% | +$949 | 0.13% | 77 |
|
2024
Q2 | $1.28M | Buy |
7,358
+5
| +0.1% | +$872 | 0.12% | 82 |
|
2024
Q1 | $1.32M | Buy |
7,353
+4
| +0.1% | +$716 | 0.12% | 80 |
|
2023
Q4 | $1.21M | Buy |
7,349
+13
| +0.2% | +$2.15K | 0.13% | 76 |
|
2023
Q3 | $1.11M | Hold |
7,336
| – | – | 0.14% | 76 |
|
2023
Q2 | $1.16M | Buy |
7,336
+4
| +0.1% | +$631 | 0.14% | 80 |
|
2023
Q1 | $1.12M | Buy |
7,332
+5
| +0.1% | +$761 | 0.15% | 81 |
|
2022
Q4 | $1.11M | Buy |
7,327
+7
| +0.1% | +$1.06K | 0.16% | 81 |
|
2022
Q3 | $995K | Buy |
7,320
+7
| +0.1% | +$952 | 0.16% | 78 |
|
2022
Q2 | $1.06M | Buy |
7,313
+6
| +0.1% | +$870 | 0.16% | 73 |
|
2022
Q1 | $1.21M | Buy |
7,307
+7
| +0.1% | +$1.16K | 0.17% | 64 |
|
2021
Q4 | $1.23M | Buy |
+7,300
| New | +$1.23M | 0.16% | 65 |
|