Eight 31 Financial’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 | $789K | Hold |
4,064
| – | – | 0.52% | 34 |
|
|
2025
Q1 | $765K | Hold |
4,064
| – | – | 0.49% | 35 |
|
|
2024
Q4 | $752K | Buy |
4,064
+380
| +10% | +$70.3K | 0.57% | 30 |
|
|
2024
Q3 | $699K | Buy |
3,684
+844
| +30% | +$160K | 0.54% | 33 |
|
|
2024
Q2 | $495K | Sell |
2,840
-109
| -4% | -$19K | 0.38% | 40 |
|
|
2024
Q1 | $528K | Buy |
2,949
+30
| +1% | +$5.37K | 0.33% | 60 |
|
|
2023
Q4 | $482K | Buy |
+2,919
| New | +$482K | 0.3% | 63 |
|