Dynamic Wealth Strategies’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 | $28.2K | Hold |
145
| – | – | 0.02% | 148 |
|
|
2025
Q1 | $27.3K | Buy |
+145
| New | +$27.3K | 0.02% | 165 |
|
|
2024
Q4 | – | Sell |
-145
| Closed | -$28K | – | 149 |
|
|
2024
Q3 | $28K | Hold |
145
| – | – | 0.02% | 166 |
|
|
2024
Q2 | $25K | Sell |
145
-141
| -49% | -$24.3K | 0.02% | 150 |
|
|
2024
Q1 | $51K | Hold |
286
| – | – | 0.04% | 125 |
|
|
2023
Q4 | $47.3K | Buy |
+286
| New | +$47.3K | 0.04% | 125 |
|