CFM Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.62M | Sell |
35,654
-841
| -2% | -$184K | 1.14% | 23 |
|
|
2025
Q4 | $7.68M | Sell |
36,495
-421
| -1% | -$87K | 1.11% | 24 |
|
|
2025
Q3 | $7.52M | Buy |
36,916
+156
| +0.4% | +$31K | 1.09% | 25 |
|
|
2025
Q2 | $7.14M | Buy |
36,760
+992
| +3% | +$184K | 1.14% | 24 |
|
|
2025
Q1 | $6.73M | Buy |
35,768
+424
| +1% | +$80.7K | 1.19% | 23 |
|
|
2024
Q4 | $6.54M | Buy |
35,344
+251
| +0.7% | +$48.1K | 1.1% | 24 |
|
|
2024
Q3 | $6.66M | Buy |
35,093
+442
| +1% | +$80.5K | 1.16% | 23 |
|
|
2024
Q2 | $6.05M | Buy |
34,651
+2,791
| +9% | +$488K | 1.11% | 21 |
|
|
2024
Q1 | $5.71M | Sell |
31,860
-188
| -0.6% | -$31.8K | 1.15% | 25 |
|
|
2023
Q4 | $5.3M | Buy |
32,048
+6,828
| +27% | +$1.05M | 1.2% | 21 |
|
|
2023
Q3 | $3.83M | Buy |
25,220
+6,665
| +36% | +$1.06M | 1% | 29 |
|
|
2023
Q2 | $2.93M | Sell |
18,555
-1,287
| -6% | -$197K | 0.71% | 41 |
|
|
2023
Q1 | $3.02M | Hold |
19,842
| – | – | 0.81% | 35 |
|
|
2022
Q4 | $3.01M | Sell |
19,842
-719
| -3% | -$108K | 0.9% | 32 |
|
|
2022
Q3 | $2.8M | Sell |
20,561
-36
| -0.2% | -$5.41K | 0.89% | 30 |
|
|
2022
Q2 | $2.99M | Hold |
20,597
| – | – | 0.9% | 29 |
|
|
2022
Q1 | $3.42M | Buy |
20,597
+9,068
| +79% | +$1.49M | 0.82% | 30 |
|
|
2021
Q4 | $1.94M | Buy |
11,529
+374
| +3% | +$61.3K | 0.43% | 56 |
|
|
2021
Q3 | $1.75M | Hold |
11,155
| – | – | 0.44% | 54 |
|
|
2021
Q2 | $1.77M | Sell |
11,155
-627
| -5% | -$99.3K | 0.47% | 50 |
|
|
2021
Q1 | $1.79M | Buy |
11,782
+593
| +5% | +$85.8K | 0.54% | 47 |
|
|
2020
Q4 | $1.53M | Buy |
11,189
+558
| +5% | +$71.6K | 0.49% | 52 |
|
|
2020
Q3 | $1.25M | Buy |
10,631
+2,424
| +30% | +$287K | 0.46% | 47 |
|
|
2020
Q2 | $924K | Hold |
8,207
| – | – | 0.35% | 59 |
|
|
2020
Q1 | $814K | Buy |
8,207
+237
| +3% | +$29.5K | 0.38% | 54 |
|
|
2019
Q4 | $1.1M | Buy |
+7,970
| New | +$1.05M | 0.41% | 53 |
|
Other funds holding IWD
