Fiducient 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 | $1.28M | Sell |
6,597
-50
| -0.8% | -$9.71K | 0.16% | 72 |
|
|
2025
Q1 | $1.25M | Buy |
6,647
+676
| +11% | +$127K | 0.16% | 69 |
|
|
2024
Q4 | $1.11M | Sell |
5,971
-493
| -8% | -$91.3K | 0.14% | 68 |
|
|
2024
Q3 | $1.23M | Sell |
6,464
-2,118
| -25% | -$402K | 0.14% | 64 |
|
|
2024
Q2 | $1.5M | Buy |
8,582
+3,865
| +82% | +$674K | 0.21% | 42 |
|
|
2024
Q1 | $845K | Buy |
4,717
+1,058
| +29% | +$190K | 0.17% | 60 |
|
|
2023
Q4 | $605K | Sell |
3,659
-6,463
| -64% | -$1.07M | 0.11% | 64 |
|
|
2023
Q3 | $1.55M | Buy |
10,122
+4,225
| +72% | +$646K | 0.09% | 34 |
|
|
2023
Q2 | $931K | Buy |
5,897
+448
| +8% | +$70.7K | 0.28% | 26 |
|
|
2023
Q1 | $830K | Sell |
5,449
-79
| -1% | -$12K | 0.27% | 26 |
|
|
2022
Q4 | $838K | Sell |
5,528
-1,085
| -16% | -$165K | 0.25% | 53 |
|
|
2022
Q3 | $899K | Sell |
6,613
-90
| -1% | -$12.2K | 0.43% | 20 |
|
|
2022
Q2 | $972K | Sell |
6,703
-761
| -10% | -$110K | 0.37% | 30 |
|
|
2022
Q1 | $1.24M | Sell |
7,464
-5,981
| -44% | -$993K | 0.47% | 19 |
|
|
2021
Q4 | $2.26M | Sell |
13,445
-2,183
| -14% | -$367K | 0.68% | 17 |
|
|
2021
Q3 | $2.45M | Buy |
+15,628
| New | +$2.45M | 0.74% | 17 |
|