CarsonAllaria Wealth Management’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 | $19.3K | Buy |
99
+1
| +1% | +$195 | 0.01% | 202 |
|
|
2025
Q1 | $18.6K | Hold |
98
| – | – | 0.01% | 199 |
|
|
2024
Q4 | $18.2K | Buy |
98
+1
| +1% | +$186 | 0.01% | 204 |
|
|
2024
Q3 | $18.6K | Hold |
97
| – | – | 0.01% | 208 |
|
|
2024
Q2 | $17K | Buy |
97
+1
| +1% | +$175 | 0.01% | 206 |
|
|
2024
Q1 | $17.4K | Sell |
96
-81
| -46% | -$14.7K | 0.01% | 203 |
|
|
2023
Q4 | $29.3K | Buy |
177
+81
| +84% | +$13.4K | 0.02% | 144 |
|
|
2023
Q3 | $14.6K | Hold |
96
| – | – | 0.01% | 183 |
|
|
2023
Q2 | $15.2K | Buy |
+96
| New | +$15.2K | 0.01% | 190 |
|