Cornell Pochily Investment Advisors’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 | $673K | Buy |
3,464
+50
| +1% | +$9.71K | 0.22% | 101 |
|
|
2025
Q1 | $642K | Hold |
3,414
| – | – | 0.23% | 102 |
|
|
2024
Q4 | $632K | Hold |
3,414
| – | – | 0.22% | 101 |
|
|
2024
Q3 | $648K | Buy |
3,414
+200
| +6% | +$38K | 0.23% | 103 |
|
|
2024
Q2 | $561K | Buy |
3,214
+334
| +12% | +$58.3K | 0.21% | 104 |
|
|
2024
Q1 | $516K | Hold |
2,880
| – | – | 0.2% | 104 |
|
|
2023
Q4 | $476K | Hold |
2,880
| – | – | 0.2% | 114 |
|
|
2023
Q3 | $437K | Sell |
2,880
-25
| -0.9% | -$3.8K | 0.19% | 117 |
|
|
2023
Q2 | $458K | Sell |
2,905
-20
| -0.7% | -$3.16K | 0.19% | 118 |
|
|
2023
Q1 | $445K | Hold |
2,925
| – | – | 0.19% | 120 |
|
|
2022
Q4 | $444K | Buy |
2,925
+500
| +21% | +$75.8K | 0.2% | 121 |
|
|
2022
Q3 | $330K | Hold |
2,425
| – | – | 0.14% | 131 |
|
|
2022
Q2 | $352K | Hold |
2,425
| – | – | 0.16% | 131 |
|
|
2022
Q1 | $403K | Hold |
2,425
| – | – | 0.16% | 125 |
|
|
2021
Q4 | $407K | Hold |
2,425
| – | – | 0.16% | 124 |
|
|
2021
Q3 | $380K | Hold |
2,425
| – | – | 0.16% | 124 |
|
|
2021
Q2 | $385K | Buy |
+2,425
| New | +$385K | 0.17% | 124 |
|