CTWM
Cherry Tree Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.7K | Sell |
472
-26
| -5% | -$5.05K | 0.02% | 222 |
|
|
2025
Q1 | $93.7K | Buy |
498
+41
| +9% | +$7.72K | 0.02% | 217 |
|
|
2024
Q4 | $84.6K | Hold |
457
| – | – | 0.02% | 224 |
|
|
2024
Q3 | $86.7K | Hold |
457
| – | – | 0.02% | 227 |
|
|
2024
Q2 | $79.7K | Sell |
457
-25
| -5% | -$4.36K | 0.02% | 224 |
|
|
2024
Q1 | $86.3K | Hold |
482
| – | – | 0.02% | 219 |
|
|
2023
Q4 | $79.6K | Buy |
482
+97
| +25% | +$16K | 0.02% | 214 |
|
|
2023
Q3 | $58.4K | Hold |
385
| – | – | 0.02% | 222 |
|
|
2023
Q2 | $60.7K | Buy |
+385
| New | +$60.7K | 0.02% | 216 |
|