Envestnet Portfolio Solutions’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 | $23.6M | Sell |
121,332
-30,533
| -20% | -$5.93M | 0.09% | 114 |
|
|
2025
Q1 | $28.6M | Sell |
151,865
-58,056
| -28% | -$10.9M | 0.11% | 99 |
|
|
2024
Q4 | $38.9M | Buy |
209,921
+46,642
| +29% | +$8.63M | 0.13% | 88 |
|
|
2024
Q3 | $31M | Sell |
163,279
-6,453
| -4% | -$1.22M | 0.1% | 102 |
|
|
2024
Q2 | $29.6M | Buy |
169,732
+5,913
| +4% | +$1.03M | 0.1% | 102 |
|
|
2024
Q1 | $29.3M | Sell |
163,819
-65,839
| -29% | -$11.8M | 0.11% | 98 |
|
|
2023
Q4 | $38M | Buy |
229,658
+50,607
| +28% | +$8.36M | 0.16% | 82 |
|
|
2023
Q3 | $27.2M | Buy |
+179,051
| New | +$27.2M | 0.13% | 93 |
|