DHJJ 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 | $7.77K | Hold |
40
| – | – | ﹤0.01% | 570 |
|
|
2025
Q1 | $7.53K | Hold |
40
| – | – | ﹤0.01% | 535 |
|
|
2024
Q4 | $7.41K | Sell |
40
-15
| -27% | -$2.78K | ﹤0.01% | 525 |
|
|
2024
Q3 | $10.4K | Sell |
55
-10
| -15% | -$1.9K | ﹤0.01% | 494 |
|
|
2024
Q2 | $11.3K | Hold |
65
| – | – | ﹤0.01% | 445 |
|
|
2024
Q1 | $11.6K | Hold |
65
| – | – | 0.01% | 434 |
|
|
2023
Q4 | $10.7K | Hold |
65
| – | – | 0.01% | 433 |
|
|
2023
Q3 | $9.87K | Buy |
+65
| New | +$9.87K | 0.01% | 437 |
|