CWM
ClientFirst 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 | $2.81M | Hold |
14,479
| – | – | 2.87% | 6 |
|
|
2025
Q1 | $2.72M | Sell |
14,479
-1
| -0% | -$188 | 3.09% | 6 |
|
|
2024
Q4 | $2.68M | Buy |
+14,480
| New | +$2.68M | 2.71% | 6 |
|
|
2023
Q3 | $2.2M | Hold |
14,580
| – | – | 2.68% | 6 |
|
|
2023
Q2 | $2.32M | Hold |
14,580
| – | – | 2.76% | 6 |
|
|
2023
Q1 | $2.23M | Hold |
14,580
| – | – | 2.98% | 6 |
|
|
2022
Q4 | $2.21M | Hold |
14,580
| – | – | 2.81% | 5 |
|
|
2022
Q3 | $2.25M | Buy |
14,580
+227
| +2% | +$35.1K | 2.8% | 5 |
|
|
2022
Q2 | $2.08M | Hold |
14,353
| – | – | 3.17% | 5 |
|
|
2022
Q1 | $2.38M | Hold |
14,353
| – | – | 2.19% | 6 |
|
|
2021
Q4 | $2.4M | Buy |
+14,353
| New | +$2.4M | 2.16% | 6 |
|