CWS Financial 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 | $348K | Buy |
1,790
+6
| +0.3% | +$1.17K | 0.1% | 105 |
|
|
2025
Q1 | $336K | Buy |
1,784
+6
| +0.3% | +$1.13K | 0.11% | 99 |
|
|
2024
Q4 | $329K | Buy |
1,778
+76
| +4% | +$14.1K | 0.11% | 96 |
|
|
2024
Q3 | $323K | Buy |
1,702
+7
| +0.4% | +$1.33K | 0.11% | 91 |
|
|
2024
Q2 | $296K | Buy |
1,695
+5
| +0.3% | +$872 | 0.12% | 88 |
|
|
2024
Q1 | $303K | Sell |
1,690
-644
| -28% | -$115K | 0.12% | 87 |
|
|
2023
Q4 | $386K | Buy |
2,334
+720
| +45% | +$119K | 0.14% | 106 |
|
|
2023
Q3 | $245K | Buy |
1,614
+148
| +10% | +$22.5K | 0.1% | 124 |
|
|
2023
Q2 | $231K | Buy |
+1,466
| New | +$231K | 0.09% | 132 |
|
|
2022
Q3 | – | Sell |
-851
| Closed | -$123K | – | 156 |
|
|
2022
Q2 | $123K | Buy |
+851
| New | +$123K | 0.06% | 157 |
|