Cornerstone Planning 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 | $37.6K | Sell |
193
-60
| -24% | -$11.7K | 0.01% | 289 |
|
|
2025
Q1 | $45.1K | Sell |
253
-71
| -22% | -$12.7K | 0.01% | 256 |
|
|
2024
Q4 | $62.9K | Sell |
324
-4
| -1% | -$777 | 0.02% | 158 |
|
|
2024
Q3 | $62.2K | Hold |
328
| – | – | 0.02% | 166 |
|
|
2024
Q2 | $57.1K | Buy |
328
+54
| +20% | +$9.4K | 0.02% | 182 |
|
|
2024
Q1 | $47.4K | Sell |
274
-60
| -18% | -$10.4K | 0.01% | 180 |
|
|
2023
Q4 | $55.2K | Hold |
334
| – | – | 0.02% | 174 |
|
|
2023
Q3 | $50.7K | Hold |
334
| – | – | 0.02% | 183 |
|
|
2023
Q2 | $52.7K | Buy |
+334
| New | +$52.7K | 0.02% | 233 |
|
|
2022
Q4 | $51.4K | Buy |
+334
| New | +$51.4K | 0.02% | 257 |
|