FFT Wealth Management’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 | $272K | Hold |
1,398
| – | – | 0.05% | 87 |
|
|
2025
Q1 | $263K | Hold |
1,398
| – | – | 0.06% | 91 |
|
|
2024
Q4 | $259K | Hold |
1,398
| – | – | 0.02% | 164 |
|
|
2024
Q3 | $265K | Hold |
1,398
| – | – | 0.02% | 144 |
|
|
2024
Q2 | $244K | Hold |
1,398
| – | – | 0.02% | 138 |
|
|
2024
Q1 | $250K | Hold |
1,398
| – | – | 0.02% | 135 |
|
|
2023
Q4 | $231K | Hold |
1,398
| – | – | 0.02% | 119 |
|
|
2023
Q3 | $212K | Hold |
1,398
| – | – | 0.03% | 100 |
|
|
2023
Q2 | $221K | Hold |
1,398
| – | – | 0.03% | 105 |
|
|
2023
Q1 | $213K | Hold |
1,398
| – | – | 0.03% | 110 |
|
|
2022
Q4 | $212K | Buy |
+1,398
| New | +$212K | 0.03% | 99 |
|
|
2022
Q3 | – | Sell |
-1,398
| Closed | -$203K | – | 108 |
|
|
2022
Q2 | $203K | Hold |
1,398
| – | – | 0.02% | 43 |
|
|
2022
Q1 | $232K | Hold |
1,398
| – | – | 0.02% | 53 |
|
|
2021
Q4 | $235K | Hold |
1,398
| – | – | 0.02% | 51 |
|
|
2021
Q3 | $219K | Hold |
1,398
| – | – | 0.02% | 81 |
|
|
2021
Q2 | $222K | Hold |
1,398
| – | – | 0.05% | 59 |
|
|
2021
Q1 | $212K | Buy |
+1,398
| New | +$212K | 0.07% | 26 |
|
|
2018
Q4 | – | Sell |
-1,597
| Closed | -$202K | – | 36 |
|
|
2018
Q3 | $202K | Buy |
+1,597
| New | +$202K | 0.07% | 35 |
|