Evolution Advisers’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 | $13K | Hold |
71
| – | – | 0.01% | 123 |
|
|
2025
Q1 | $13K | Hold |
71
| – | – | 0.01% | 122 |
|
|
2024
Q4 | $13K | Hold |
71
| – | – | 0.01% | 123 |
|
|
2024
Q3 | $13K | Hold |
71
| – | – | 0.01% | 126 |
|
|
2024
Q2 | $12K | Hold |
71
| – | – | 0.01% | 124 |
|
|
2024
Q1 | $13K | Hold |
71
| – | – | 0.01% | 129 |
|
|
2023
Q4 | $12K | Hold |
71
| – | – | 0.01% | 144 |
|
|
2023
Q3 | $10K | Hold |
71
| – | – | 0.01% | 108 |
|
|
2023
Q2 | $11K | Hold |
71
| – | – | 0.01% | 111 |
|
|
2023
Q1 | $10K | Hold |
71
| – | – | 0.01% | 110 |
|
|
2022
Q4 | $10K | Hold |
71
| – | – | 0.01% | 116 |
|
|
2022
Q3 | $9K | Sell |
71
-102
| -59% | -$12.9K | 0.01% | 109 |
|
|
2022
Q2 | $25K | Hold |
173
| – | – | 0.02% | 86 |
|
|
2022
Q1 | $28K | Hold |
173
| – | – | 0.02% | 85 |
|
|
2021
Q4 | $29K | Buy |
+173
| New | +$29K | 0.02% | 69 |
|