Elevate Wealth Advisory’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 | $966K | Sell |
4,975
-995
| -17% | -$193K | 0.69% | 31 |
|
|
2025
Q1 | $1.12M | Sell |
5,970
-5
| -0.1% | -$941 | 0.8% | 26 |
|
|
2024
Q4 | $1.11M | Sell |
5,975
-15
| -0.3% | -$2.78K | 0.83% | 27 |
|
|
2024
Q3 | $1.14M | Sell |
5,990
-202
| -3% | -$38.3K | 0.84% | 27 |
|
|
2024
Q2 | $1.08M | Sell |
6,192
-282
| -4% | -$49.2K | 0.88% | 26 |
|
|
2024
Q1 | $1.16M | Buy |
6,474
+6
| +0.1% | +$1.08K | 1.01% | 27 |
|
|
2023
Q4 | $1.07M | Buy |
+6,468
| New | +$1.07M | 0.98% | 28 |
|