Cassia Capital 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 | $376K | Hold |
1,936
| – | – | 0.23% | 52 |
|
|
2025
Q1 | $364K | Hold |
1,936
| – | – | 0.23% | 52 |
|
|
2024
Q4 | $358K | Buy |
1,936
+811
| +72% | +$150K | 0.23% | 54 |
|
|
2024
Q3 | $214K | Buy |
+1,125
| New | +$214K | 0.14% | 57 |
|
|
2024
Q2 | – | Sell |
-1,156
| Closed | -$207K | – | 61 |
|
|
2024
Q1 | $207K | Buy |
+1,156
| New | +$207K | 0.14% | 62 |
|