CIS
Custom Index Systems’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 | $3.46M | Sell |
17,797
-1,367
| -7% | -$266K | 1.65% | 8 |
|
|
2025
Q1 | $3.61M | Buy |
19,164
+2,480
| +15% | +$467K | 1.83% | 6 |
|
|
2024
Q4 | $3.09M | Buy |
16,684
+41
| +0.2% | +$7.59K | 1.66% | 6 |
|
|
2024
Q3 | $3.16M | Sell |
16,643
-5,285
| -24% | -$1M | 1.71% | 6 |
|
|
2024
Q2 | $3.83M | Sell |
21,928
-3,172
| -13% | -$553K | 2.2% | 5 |
|
|
2024
Q1 | $4.5M | Buy |
25,100
+174
| +0.7% | +$31.2K | 2.56% | 3 |
|
|
2023
Q4 | $4.12M | Buy |
+24,926
| New | +$4.12M | 2.54% | 4 |
|