Clear Creek Financial Management’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 | $431K | Hold |
2,217
| – | – | 0.04% | 370 |
|
|
2025
Q1 | $417K | Sell |
2,217
-10
| -0.4% | -$1.88K | 0.04% | 336 |
|
|
2024
Q4 | $412K | Buy |
+2,227
| New | +$412K | 0.04% | 324 |
|
|
2020
Q4 | – | Sell |
-61,502
| Closed | -$7.27M | – | 318 |
|
|
2020
Q3 | $7.27M | Buy |
+61,502
| New | +$7.27M | 0.33% | 44 |
|
|
2019
Q4 | – | Sell |
-2,957
| Closed | -$391K | – | 144 |
|
|
2019
Q3 | $391K | Sell |
2,957
-362
| -11% | -$47.9K | 0.19% | 70 |
|
|
2019
Q2 | $422K | Buy |
+3,319
| New | +$422K | 0.18% | 75 |
|