Center for Financial Planning’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 | $75.8K | Hold |
390
| – | – | 0.01% | 250 |
|
|
2025
Q1 | $73.4K | Hold |
390
| – | – | 0.01% | 240 |
|
|
2024
Q4 | $72.2K | Hold |
390
| – | – | 0.01% | 230 |
|
|
2024
Q3 | $74K | Hold |
390
| – | – | 0.01% | 212 |
|
|
2024
Q2 | $68K | Hold |
390
| – | – | 0.01% | 207 |
|
|
2024
Q1 | $69.9K | Buy |
390
+214
| +122% | +$38.3K | 0.01% | 205 |
|
|
2023
Q4 | $29.1K | Hold |
176
| – | – | 0.01% | 276 |
|
|
2023
Q3 | $26.7K | Hold |
176
| – | – | 0.01% | 278 |
|
|
2023
Q2 | $27.8K | Hold |
176
| – | – | 0.01% | 294 |
|
|
2023
Q1 | $26.8K | Hold |
176
| – | – | 0.01% | 274 |
|
|
2022
Q4 | $26.7K | Hold |
176
| – | – | 0.01% | 273 |
|
|
2022
Q3 | $24K | Hold |
176
| – | – | 0.01% | 279 |
|
|
2022
Q2 | $26K | Hold |
176
| – | – | 0.01% | 272 |
|
|
2022
Q1 | $29K | Hold |
176
| – | – | 0.01% | 280 |
|
|
2021
Q4 | $30K | Hold |
176
| – | – | 0.01% | 277 |
|
|
2021
Q3 | $28K | Hold |
176
| – | – | 0.01% | 279 |
|
|
2021
Q2 | $28K | Hold |
176
| – | – | 0.01% | 278 |
|
|
2021
Q1 | $27K | Hold |
176
| – | – | 0.01% | 272 |
|
|
2020
Q4 | $24K | Hold |
176
| – | – | 0.01% | 266 |
|
|
2020
Q3 | $21K | Hold |
176
| – | – | 0.01% | 253 |
|
|
2020
Q2 | $20K | Hold |
176
| – | – | 0.01% | 259 |
|
|
2020
Q1 | $17K | Sell |
176
-660
| -79% | -$63.8K | 0.01% | 268 |
|
|
2019
Q4 | $114K | Buy |
+836
| New | +$114K | 0.03% | 131 |
|