CFP
Curran Financial Partners’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 | $756K | Buy |
3,893
+1,487
| +62% | +$289K | 0.17% | 70 |
|
|
2025
Q1 | $453K | Buy |
2,406
+29
| +1% | +$5.46K | 0.11% | 68 |
|
|
2024
Q4 | $440K | Buy |
2,377
+162
| +7% | +$30K | 0.12% | 65 |
|
|
2024
Q3 | $420K | Sell |
2,215
-37
| -2% | -$7.02K | 0.12% | 66 |
|
|
2024
Q2 | $393K | Sell |
2,252
-24
| -1% | -$4.19K | 0.13% | 64 |
|
|
2024
Q1 | $408K | Buy |
2,276
+90
| +4% | +$16.1K | 0.14% | 60 |
|
|
2023
Q4 | $359K | Buy |
+2,186
| New | +$359K | 0.14% | 59 |
|
|
2023
Q3 | – | Sell |
-2,169
| Closed | -$342K | – | 78 |
|
|
2023
Q2 | $342K | Buy |
2,169
+6
| +0.3% | +$947 | 0.15% | 57 |
|
|
2023
Q1 | $329K | Sell |
2,163
-282
| -12% | -$42.9K | 0.16% | 53 |
|
|
2022
Q4 | $371K | Buy |
2,445
+21
| +0.9% | +$3.19K | 0.18% | 52 |
|
|
2022
Q3 | $330K | Buy |
2,424
+9
| +0.4% | +$1.23K | 0.17% | 46 |
|
|
2022
Q2 | $350K | Sell |
2,415
-71
| -3% | -$10.3K | 0.17% | 47 |
|
|
2022
Q1 | $413K | Sell |
2,486
-15
| -0.6% | -$2.49K | 0.17% | 57 |
|
|
2021
Q4 | $420K | Buy |
2,501
+1,062
| +74% | +$178K | 0.18% | 50 |
|
|
2021
Q3 | $225K | Sell |
1,439
-10
| -0.7% | -$1.56K | 0.12% | 56 |
|
|
2021
Q2 | $230K | Buy |
+1,449
| New | +$230K | 0.13% | 61 |
|