Christensen King & Associates Investment Services’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 | $238K | Buy |
1,227
+2
| +0.2% | +$388 | 0.11% | 87 |
|
|
2025
Q1 | $232K | Sell |
1,225
-114
| -9% | -$21.6K | 0.11% | 87 |
|
|
2024
Q4 | $251K | Buy |
1,339
+116
| +9% | +$21.7K | 0.12% | 86 |
|
|
2024
Q3 | $232K | Sell |
1,223
-9
| -0.7% | -$1.71K | 0.11% | 88 |
|
|
2024
Q2 | $215K | Sell |
1,232
-282
| -19% | -$49.2K | 0.11% | 89 |
|
|
2024
Q1 | $271K | Sell |
1,514
-121
| -7% | -$21.7K | 0.14% | 83 |
|
|
2023
Q4 | $270K | Buy |
+1,635
| New | +$270K | 0.14% | 81 |
|