Easterly Investment Partners’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 | $288K | Hold |
1,484
| – | – | 0.02% | 183 |
|
|
2025
Q1 | $279K | Buy |
+1,484
| New | +$279K | 0.02% | 178 |
|
|
2024
Q1 | – | Sell |
-5,688
| Closed | -$940K | – | 218 |
|
|
2023
Q4 | $940K | Buy |
+5,688
| New | +$940K | 0.1% | 138 |
|
|
2023
Q1 | – | Sell |
-1,851
| Closed | -$281K | – | 195 |
|
|
2022
Q4 | $281K | Buy |
+1,851
| New | +$281K | 0.02% | 170 |
|
|
2022
Q1 | – | Sell |
-11,111
| Closed | -$1.87M | – | 197 |
|
|
2021
Q4 | $1.87M | Buy |
+11,111
| New | +$1.87M | 0.14% | 114 |
|