Central Valley Advisors’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 | $2.52M | Sell |
12,972
-13,301
| -51% | -$2.58M | 0.86% | 32 |
|
|
2025
Q1 | $4.94M | Sell |
26,273
-1,200
| -4% | -$226K | 1.87% | 16 |
|
|
2024
Q4 | $5.09M | Sell |
27,473
-218
| -0.8% | -$40.4K | 2.31% | 11 |
|
|
2024
Q3 | $5.26M | Sell |
27,691
-17
| -0.1% | -$3.23K | 2.97% | 6 |
|
|
2024
Q2 | $4.72M | Sell |
27,708
-3,250
| -10% | -$554K | 2.02% | 10 |
|
|
2024
Q1 | $5.54M | Sell |
30,958
-1,684
| -5% | -$302K | 2.86% | 6 |
|
|
2023
Q4 | $5.39M | Buy |
+32,642
| New | +$5.39M | 3.17% | 5 |
|