Empower Advisory Group’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 | $431K | Sell |
2,220
-1,127
| -34% | -$219K | ﹤0.01% | 344 |
|
2025
Q1 | $630K | Sell |
3,347
-739
| -18% | -$139K | ﹤0.01% | 290 |
|
2024
Q4 | $756K | Sell |
4,086
-26
| -0.6% | -$4.81K | ﹤0.01% | 272 |
|
2024
Q3 | $780K | Sell |
4,112
-785
| -16% | -$149K | ﹤0.01% | 254 |
|
2024
Q2 | $854K | Buy |
4,897
+1,089
| +29% | +$190K | ﹤0.01% | 240 |
|
2024
Q1 | $682K | Buy |
3,808
+761
| +25% | +$136K | ﹤0.01% | 261 |
|
2023
Q4 | $504K | Sell |
3,047
-72
| -2% | -$11.9K | ﹤0.01% | 297 |
|
2023
Q3 | $474K | Sell |
3,119
-422
| -12% | -$64.1K | ﹤0.01% | 301 |
|
2023
Q2 | $559K | Sell |
3,541
-1,320
| -27% | -$208K | ﹤0.01% | 292 |
|
2023
Q1 | $744K | Buy |
+4,861
| New | +$744K | ﹤0.01% | 263 |
|