EnRich Financial Partners’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 | $273K | Hold |
1,408
| – | – | 0.08% | 53 |
|
|
2025
Q1 | $265K | Hold |
1,408
| – | – | 0.09% | 48 |
|
|
2024
Q4 | $261K | Hold |
1,408
| – | – | 0.09% | 48 |
|
|
2024
Q3 | $267K | Hold |
1,408
| – | – | 0.09% | 48 |
|
|
2024
Q2 | $246K | Buy |
1,408
+1,336
| +1,856% | +$233K | 0.09% | 49 |
|
|
2024
Q1 | $12.9K | Buy |
+72
| New | +$12.9K | ﹤0.01% | 149 |
|