ERn Financial LLC’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
Q1 | – | Sell |
-1,679
| Closed | -$311K | – | 186 |
|
|
2024
Q4 | $311K | Buy |
+1,679
| New | +$311K | 0.05% | 166 |
|
|
2022
Q1 | – | Sell |
-1,472
| Closed | -$247K | – | 179 |
|
|
2021
Q4 | $247K | Buy |
+1,472
| New | +$247K | 0.06% | 140 |
|
|
2020
Q2 | – | Sell |
-3,299
| Closed | -$327K | – | 78 |
|
|
2020
Q1 | $327K | Sell |
3,299
-1,257
| -28% | -$125K | 0.22% | 47 |
|
|
2019
Q4 | $622K | Buy |
+4,556
| New | +$622K | 0.36% | 35 |
|