Denver PWM’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
Q1 | – | Sell |
-316
| Closed | -$58.6K | – | 152 |
|
|
2024
Q4 | $58.6K | Buy |
316
+1
| +0.3% | +$185 | 0.02% | 99 |
|
|
2024
Q3 | $59.7K | Buy |
315
+2
| +0.6% | +$379 | 0.02% | 110 |
|
|
2024
Q2 | $54.6K | Buy |
+313
| New | +$54.6K | 0.02% | 131 |
|
|
2019
Q4 | – | Sell |
-281
| Closed | -$35.9K | – | 152 |
|
|
2019
Q3 | $35.9K | Buy |
+281
| New | +$35.9K | 0.02% | 143 |
|