Catalyst 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 | $272K | Buy |
1,401
+258
| +23% | +$50.1K | 0.03% | 244 |
|
|
2025
Q1 | $215K | Hold |
1,143
| – | – | 0.04% | 260 |
|
|
2024
Q4 | $212K | Hold |
1,143
| – | – | 0.04% | 262 |
|
|
2024
Q3 | $217K | Buy |
+1,143
| New | +$217K | 0.04% | 248 |
|
|
2023
Q4 | – | Sell |
-3,449
| Closed | -$524K | – | 219 |
|
|
2023
Q3 | $524K | Buy |
+3,449
| New | +$524K | 0.17% | 86 |
|