Cascade Financial Partners’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 | $660K | Hold |
3,397
| – | – | 0.08% | 145 |
|
|
2025
Q1 | $639K | Buy |
3,397
+549
| +19% | +$103K | 0.08% | 140 |
|
|
2024
Q4 | $527K | Hold |
2,848
| – | – | 0.07% | 138 |
|
|
2024
Q3 | $545K | Hold |
2,848
| – | – | 0.07% | 136 |
|
|
2024
Q2 | $497K | Hold |
2,848
| – | – | 0.07% | 138 |
|
|
2024
Q1 | $489K | Buy |
+2,848
| New | +$489K | 0.07% | 137 |
|