EdgeRock Capital’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 | $284K | Buy |
+1,460
| New | +$284K | 0.09% | 86 |
|
|
2023
Q4 | – | Sell |
-1,437
| Closed | -$220K | – | 339 |
|
|
2023
Q3 | $220K | Hold |
1,437
| – | – | 0.13% | 56 |
|
|
2023
Q2 | $227K | Sell |
1,437
-1,016
| -41% | -$160K | 0.11% | 60 |
|
|
2023
Q1 | $373K | Buy |
2,453
+18
| +0.7% | +$2.74K | 0.19% | 43 |
|
|
2022
Q4 | $369K | Hold |
2,435
| – | – | 0.21% | 40 |
|
|
2022
Q3 | $331K | Sell |
2,435
-53
| -2% | -$7.21K | 0.19% | 34 |
|
|
2022
Q2 | $361K | Buy |
+2,488
| New | +$361K | 0.25% | 32 |
|