Creative Capital Management Investments’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 | $38.8K | Hold |
200
| – | – | 0.01% | 129 |
|
2025
Q1 | $37.6K | Buy |
+200
| New | +$37.6K | 0.01% | 121 |
|
2024
Q2 | – | Sell |
-20
| Closed | -$3.58K | – | 262 |
|
2024
Q1 | $3.58K | Buy |
+20
| New | +$3.58K | ﹤0.01% | 182 |
|
2023
Q1 | – | Sell |
-43
| Closed | -$7K | – | 267 |
|
2022
Q4 | $7K | Buy |
+43
| New | +$7K | 0.01% | 134 |
|