EWA
Encompass Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Hold |
5,819
| – | – | 0.41% | 37 |
|
|
2025
Q1 | $1.09M | Buy |
5,819
+1
| +0% | +$188 | 0.45% | 36 |
|
|
2024
Q4 | $1.08M | Hold |
5,818
| – | – | 0.43% | 38 |
|
|
2024
Q3 | $1.1M | Sell |
5,818
-90
| -2% | -$17.1K | 0.28% | 74 |
|
|
2024
Q2 | $1.03M | Buy |
5,908
+91
| +2% | +$15.9K | 0.27% | 77 |
|
|
2024
Q1 | $1.04M | Buy |
5,817
+1
| +0% | +$179 | 0.28% | 78 |
|
|
2023
Q4 | $961K | Buy |
5,816
+2
| +0% | +$331 | 0.29% | 68 |
|
|
2023
Q3 | $883K | Hold |
5,814
| – | – | 0.29% | 68 |
|
|
2023
Q2 | $918K | Buy |
5,814
+1
| +0% | +$158 | 0.3% | 64 |
|
|
2023
Q1 | $885K | Buy |
5,813
+1,489
| +34% | +$227K | 0.3% | 63 |
|
|
2022
Q4 | $656K | Buy |
4,324
+1
| +0% | +$152 | 0.24% | 78 |
|
|
2022
Q3 | $588K | Buy |
4,323
+1
| +0% | +$136 | 0.22% | 85 |
|
|
2022
Q2 | $627K | Buy |
+4,322
| New | +$627K | 0.22% | 80 |
|