Community Financial Services 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
Q1 | – | Sell |
-1,163
| Closed | -$215K | – | 106 |
|
|
2024
Q4 | $215K | Sell |
1,163
-51
| -4% | -$9.44K | 0.04% | 115 |
|
|
2024
Q3 | $230K | Hold |
1,214
| – | – | 0.05% | 114 |
|
|
2024
Q2 | $212K | Sell |
1,214
-25
| -2% | -$4.36K | 0.05% | 117 |
|
|
2024
Q1 | $222K | Buy |
+1,239
| New | +$222K | 0.05% | 134 |
|
|
2021
Q4 | $296K | Buy |
+1,763
| New | +$296K | 0.07% | 93 |
|