DiNuzzo Private Wealth’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 | $769K | Hold |
3,958
| – | – | 0.09% | 42 |
|
|
2025
Q1 | $745K | Hold |
3,958
| – | – | 0.09% | 40 |
|
|
2024
Q4 | $733K | Hold |
3,958
| – | – | 0.09% | 41 |
|
|
2024
Q3 | $751K | Buy |
3,958
+1,764
| +80% | +$335K | 0.09% | 40 |
|
|
2024
Q2 | $383K | Hold |
2,194
| – | – | 0.05% | 40 |
|
|
2024
Q1 | $393K | Sell |
2,194
-152
| -6% | -$27.2K | 0.05% | 41 |
|
|
2023
Q4 | $388K | Buy |
+2,346
| New | +$388K | 0.06% | 38 |
|