Everpar Advisors’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 |
-3,071
| Closed | -$569K | – | 261 |
|
|
2024
Q4 | $569K | Buy |
+3,071
| New | +$569K | 0.29% | 86 |
|
|
2024
Q3 | – | Sell |
-2,662
| Closed | -$464K | – | 269 |
|
|
2024
Q2 | $464K | Sell |
2,662
-486
| -15% | -$84.8K | 0.23% | 131 |
|
|
2024
Q1 | $564K | Sell |
3,148
-3,942
| -56% | -$706K | 0.34% | 84 |
|
|
2023
Q4 | $1.17M | Buy |
+7,090
| New | +$1.17M | 0.55% | 32 |
|