DK
David Kennon’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 | $1.47M | Buy |
7,557
+278
| +4% | +$54K | 0.55% | 25 |
|
|
2025
Q1 | $1.37M | Buy |
7,279
+397
| +6% | +$74.7K | 0.55% | 26 |
|
|
2024
Q4 | $1.27M | Buy |
6,882
+250
| +4% | +$46.3K | 0.5% | 26 |
|
|
2024
Q3 | $1.26M | Buy |
6,632
+140
| +2% | +$26.6K | 0.5% | 26 |
|
|
2024
Q2 | $1.13M | Buy |
6,492
+601
| +10% | +$105K | 0.48% | 27 |
|
|
2024
Q1 | $1.06M | Buy |
+5,891
| New | +$1.06M | 0.45% | 27 |
|