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Doliver Advisors’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 | $301K | Hold |
1,550
| – | – | 0.08% | 143 |
|
|
2025
Q1 | $292K | Sell |
1,550
-100
| -6% | -$18.8K | 0.08% | 140 |
|
|
2024
Q4 | $305K | Hold |
1,650
| – | – | 0.08% | 131 |
|
|
2024
Q3 | $313K | Hold |
1,650
| – | – | 0.09% | 124 |
|
|
2024
Q2 | $288K | Hold |
1,650
| – | – | 0.08% | 126 |
|
|
2024
Q1 | $296K | Hold |
1,650
| – | – | 0.08% | 124 |
|
|
2023
Q4 | $273K | Hold |
1,650
| – | – | 0.08% | 128 |
|
|
2023
Q3 | $251K | Hold |
1,650
| – | – | 0.08% | 133 |
|
|
2023
Q2 | $260K | Hold |
1,650
| – | – | 0.08% | 143 |
|
|
2023
Q1 | $251K | Hold |
1,650
| – | – | 0.08% | 141 |
|
|
2022
Q4 | $250K | Sell |
1,650
-250
| -13% | -$37.9K | 0.08% | 130 |
|
|
2022
Q3 | $258K | Sell |
1,900
-135
| -7% | -$18.3K | 0.1% | 119 |
|
|
2022
Q2 | $295K | Hold |
2,035
| – | – | 0.1% | 124 |
|
|
2022
Q1 | $338K | Buy |
+2,035
| New | +$338K | 0.11% | 123 |
|
|
2021
Q4 | – | Sell |
-1,835
| Closed | -$287K | – | 169 |
|
|
2021
Q3 | $287K | Hold |
1,835
| – | – | 0.1% | 138 |
|
|
2021
Q2 | $291K | Buy |
+1,835
| New | +$291K | 0.1% | 118 |
|