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