Fairway Wealth’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 | $341K | Hold |
1,758
| – | – | 0.11% | 50 |
|
|
2025
Q1 | $331K | Buy |
1,758
+13
| +0.7% | +$2.45K | 0.12% | 45 |
|
|
2024
Q4 | $323K | Hold |
1,745
| – | – | 0.15% | 46 |
|
|
2024
Q3 | $331K | Hold |
1,745
| – | – | 0.17% | 40 |
|
|
2024
Q2 | $304K | Hold |
1,745
| – | – | 0.18% | 38 |
|
|
2024
Q1 | $313K | Hold |
1,745
| – | – | 0.21% | 35 |
|
|
2023
Q4 | $288K | Buy |
+1,745
| New | +$288K | 0.22% | 36 |
|