Echo Wealth Management’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 | $276K | Sell |
1,423
-5
| -0.4% | -$971 | 0.17% | 41 |
|
|
2025
Q1 | $269K | Sell |
1,428
-7
| -0.5% | -$1.32K | 0.18% | 41 |
|
|
2024
Q4 | $266K | Hold |
1,435
| – | – | 0.18% | 41 |
|
|
2024
Q3 | $272K | Sell |
1,435
-173
| -11% | -$32.8K | 0.19% | 38 |
|
|
2024
Q2 | $281K | Sell |
1,608
-11
| -0.7% | -$1.92K | 0.21% | 37 |
|
|
2024
Q1 | $290K | Sell |
1,619
-381
| -19% | -$68.2K | 0.24% | 35 |
|
|
2023
Q4 | $332K | Sell |
2,000
-1,151
| -37% | -$191K | 0.31% | 32 |
|
|
2023
Q3 | $478K | Sell |
3,151
-142
| -4% | -$21.6K | 0.52% | 26 |
|
|
2023
Q2 | $524K | Sell |
3,293
-501
| -13% | -$79.7K | 0.57% | 26 |
|
|
2023
Q1 | $578K | Sell |
3,794
-311
| -8% | -$47.4K | 0.64% | 25 |
|
|
2022
Q4 | $651K | Sell |
4,105
-2,084
| -34% | -$330K | 0.69% | 26 |
|
|
2022
Q3 | $896K | Sell |
6,189
-247
| -4% | -$35.8K | 1.18% | 22 |
|
|
2022
Q2 | $951K | Sell |
6,436
-87
| -1% | -$12.9K | 1.27% | 20 |
|
|
2022
Q1 | $1.08M | Sell |
6,523
-85
| -1% | -$14K | 1.27% | 20 |
|
|
2021
Q4 | $1.12M | Sell |
6,608
-201
| -3% | -$34K | 1.28% | 22 |
|
|
2021
Q3 | $1.09M | Sell |
6,809
-70
| -1% | -$11.2K | 1.3% | 21 |
|
|
2021
Q2 | $1.08M | Sell |
6,879
-318
| -4% | -$50K | 1.38% | 19 |
|
|
2021
Q1 | $1.09M | Sell |
7,197
-1,568
| -18% | -$238K | 1.37% | 21 |
|
|
2020
Q4 | $1.2M | Buy |
+8,765
| New | +$1.2M | 1.57% | 17 |
|