Evolution Wealth 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
Q2 | $407K | Sell |
2,098
-529
| -20% | -$103K | 0.06% | 110 |
|
|
2025
Q1 | $494K | Buy |
+2,627
| New | +$494K | 0.08% | 90 |
|
|
2021
Q4 | – | Sell |
-591
| Closed | -$92K | – | 394 |
|
|
2021
Q3 | $92K | Buy |
+591
| New | +$92K | 0.02% | 155 |
|
|
2020
Q1 | – | Sell |
-1,580
| Closed | -$216K | – | 487 |
|
|
2019
Q4 | $216K | Buy |
+1,580
| New | +$216K | 0.05% | 75 |
|