Cyndeo Wealth Partners’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 | $1.9M | Buy |
9,770
+330
| +3% | +$64.1K | 0.11% | 165 |
|
|
2025
Q1 | $1.78M | Buy |
9,440
+5,007
| +113% | +$942K | 0.12% | 172 |
|
|
2024
Q4 | $821K | Sell |
4,433
-84
| -2% | -$15.5K | 0.06% | 238 |
|
|
2024
Q3 | $857K | Sell |
4,517
-2
| -0% | -$380 | 0.06% | 233 |
|
|
2024
Q2 | $789K | Sell |
4,519
-58
| -1% | -$10.1K | 0.06% | 230 |
|
|
2024
Q1 | $820K | Sell |
4,577
-13
| -0.3% | -$2.33K | 0.07% | 219 |
|
|
2023
Q4 | $758K | Buy |
4,590
+79
| +2% | +$13.1K | 0.07% | 212 |
|
|
2023
Q3 | $685K | Sell |
4,511
-3
| -0.1% | -$456 | 0.07% | 200 |
|
|
2023
Q2 | $712K | Sell |
4,514
-3,809
| -46% | -$601K | 0.07% | 191 |
|
|
2023
Q1 | $1.27M | Sell |
8,323
-1,171
| -12% | -$178K | 0.14% | 157 |
|
|
2022
Q4 | $1.44M | Buy |
+9,494
| New | +$1.44M | 0.17% | 144 |
|