Clifford Group’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 | $1.56M | Sell |
8,036
-211
| -3% | -$41K | 1.28% | 16 |
|
|
2025
Q1 | $1.55M | Sell |
8,247
-300
| -4% | -$56.4K | 1.45% | 14 |
|
|
2024
Q4 | $1.58M | Sell |
8,547
-29
| -0.3% | -$5.37K | 1.21% | 17 |
|
|
2024
Q3 | $1.63M | Sell |
8,576
-325
| -4% | -$61.7K | 1.27% | 17 |
|
|
2024
Q2 | $1.55M | Sell |
8,901
-98
| -1% | -$17.1K | 1.25% | 18 |
|
|
2024
Q1 | $1.61M | Sell |
8,999
-135
| -1% | -$24.2K | 1.33% | 16 |
|
|
2023
Q4 | $1.51M | Sell |
9,134
-438
| -5% | -$72.4K | 1.4% | 15 |
|
|
2023
Q3 | $1.45M | Sell |
9,572
-68
| -0.7% | -$10.3K | 1.58% | 14 |
|
|
2023
Q2 | $1.52M | Sell |
9,640
-406
| -4% | -$64.1K | 1.63% | 13 |
|
|
2023
Q1 | $1.53M | Sell |
10,046
-513
| -5% | -$78.1K | 1.85% | 14 |
|
|
2022
Q4 | $1.6M | Buy |
+10,559
| New | +$1.6M | 2% | 11 |
|