Emprise Bank’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 | $738K | Hold |
3,801
| – | – | 0.35% | 48 |
|
|
2025
Q1 | $715K | Sell |
3,801
-107
| -3% | -$20.1K | 0.38% | 47 |
|
|
2024
Q4 | $723K | Hold |
3,908
| – | – | 0.41% | 51 |
|
|
2024
Q3 | $742K | Sell |
3,908
-49
| -1% | -$9.3K | 0.43% | 51 |
|
|
2024
Q2 | $690K | Sell |
3,957
-45
| -1% | -$7.85K | 0.43% | 53 |
|
|
2024
Q1 | $717K | Buy |
+4,002
| New | +$717K | 0.48% | 52 |
|