CJM Wealth Advisers’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 | $2.06M | Hold |
10,597
| – | – | 0.69% | 18 |
|
|
2025
Q1 | $1.99M | Hold |
10,597
| – | – | 0.7% | 15 |
|
|
2024
Q4 | $1.96M | Sell |
10,597
-312
| -3% | -$57.8K | 0.66% | 16 |
|
|
2024
Q3 | $2.07M | Buy |
10,909
+50
| +0.5% | +$9.49K | 0.71% | 15 |
|
|
2024
Q2 | $1.88M | Sell |
10,859
-443
| -4% | -$76.8K | 0.69% | 15 |
|
|
2024
Q1 | $2.02M | Sell |
11,302
-143
| -1% | -$25.6K | 0.77% | 14 |
|
|
2023
Q4 | $1.89M | Buy |
11,445
+244
| +2% | +$40.3K | 0.83% | 15 |
|
|
2023
Q3 | $1.7M | Buy |
11,201
+16
| +0.1% | +$2.43K | 0.83% | 15 |
|
|
2023
Q2 | $1.77M | Buy |
11,185
+1
| +0% | +$158 | 0.9% | 15 |
|
|
2023
Q1 | $1.7M | Hold |
11,184
| – | – | 0.97% | 14 |
|
|
2022
Q4 | $1.7M | Buy |
11,184
+3,216
| +40% | +$488K | 1.04% | 13 |
|
|
2022
Q3 | $1.08M | Hold |
7,968
| – | – | 0.77% | 18 |
|
|
2022
Q2 | $1.16M | Hold |
7,968
| – | – | 0.8% | 18 |
|
|
2022
Q1 | $1.32M | Hold |
7,968
| – | – | 0.91% | 18 |
|
|
2021
Q4 | $1.34M | Buy |
+7,968
| New | +$1.34M | 0.95% | 16 |
|