Fiduciary Alliance’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 | $382K | Sell |
1,965
-1,349
| -41% | -$262K | 0.03% | 355 |
|
|
2025
Q1 | $624K | Buy |
+3,314
| New | +$624K | 0.06% | 225 |
|
|
2023
Q3 | – | Sell |
-349
| Closed | -$55.1K | – | 554 |
|
|
2023
Q2 | $55.1K | Buy |
+349
| New | +$55.1K | 0.01% | 300 |
|
|
2023
Q1 | – | Sell |
-41
| Closed | -$6.22K | – | 494 |
|
|
2022
Q4 | $6.22K | Buy |
+41
| New | +$6.22K | ﹤0.01% | 484 |
|