CWM
Congress 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 | $18.3M | Buy |
94,854
+1,968
| +2% | +$381K | 0.18% | 140 |
|
|
2025
Q1 | $17.4M | Buy |
92,886
+790
| +0.9% | +$148K | 0.21% | 124 |
|
|
2024
Q4 | $17.1M | Buy |
92,096
+6,597
| +8% | +$1.22M | 0.23% | 127 |
|
|
2024
Q3 | $16.2M | Sell |
85,499
-103,458
| -55% | -$19.6M | 0.22% | 136 |
|
|
2024
Q2 | $33M | Buy |
188,957
+441
| +0.2% | +$76.9K | 0.52% | 38 |
|
|
2024
Q1 | $33.8M | Buy |
188,516
+5,021
| +3% | +$899K | 0.58% | 35 |
|
|
2023
Q4 | $30.3M | Buy |
183,495
+5,894
| +3% | +$974K | 0.56% | 36 |
|
|
2023
Q3 | $27M | Buy |
177,601
+171,530
| +2,825% | +$26M | 0.56% | 36 |
|
|
2023
Q2 | $958K | Sell |
6,071
-608
| -9% | -$96K | 0.02% | 345 |
|
|
2023
Q1 | $1.02M | Sell |
6,679
-11,307
| -63% | -$1.72M | 0.02% | 335 |
|
|
2022
Q4 | $2.73M | Buy |
17,986
+10,746
| +148% | +$1.63M | 0.07% | 232 |
|
|
2022
Q3 | $984K | Hold |
7,240
| – | – | 0.03% | 335 |
|
|
2022
Q2 | $1.05M | Buy |
7,240
+72
| +1% | +$10.4K | 0.03% | 329 |
|
|
2022
Q1 | $1.19M | Sell |
7,168
-5,302
| -43% | -$880K | 0.03% | 332 |
|
|
2021
Q4 | $2.09M | Buy |
+12,470
| New | +$2.09M | 0.04% | 303 |
|