Financial 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 | $1.27M | Hold |
6,537
| – | – | 0.24% | 25 |
|
|
2025
Q1 | $1.23M | Hold |
6,537
| – | – | 0.24% | 25 |
|
|
2024
Q4 | $1.21M | Sell |
6,537
-563
| -8% | -$104K | 0.23% | 26 |
|
|
2024
Q3 | $1.35M | Hold |
7,100
| – | – | 0.26% | 25 |
|
|
2024
Q2 | $1.24M | Hold |
7,100
| – | – | 0.25% | 24 |
|
|
2024
Q1 | $1.27M | Hold |
7,100
| – | – | 0.26% | 23 |
|
|
2023
Q4 | $1.17M | Buy |
7,100
+1,387
| +24% | +$229K | 0.26% | 22 |
|
|
2023
Q3 | $867K | Hold |
5,713
| – | – | 0.21% | 25 |
|
|
2023
Q2 | $902K | Hold |
5,713
| – | – | 0.21% | 26 |
|
|
2023
Q1 | $870K | Hold |
5,713
| – | – | 0.22% | 26 |
|
|
2022
Q4 | $866K | Buy |
5,713
+3,415
| +149% | +$518K | 0.24% | 25 |
|
|
2022
Q3 | $314K | Hold |
2,298
| – | – | 0.11% | 52 |
|
|
2022
Q2 | $333K | Hold |
2,298
| – | – | 0.12% | 51 |
|
|
2022
Q1 | $381K | Hold |
2,298
| – | – | 0.12% | 54 |
|
|
2021
Q4 | $386K | Hold |
2,298
| – | – | 0.12% | 56 |
|
|
2021
Q3 | $360K | Hold |
2,298
| – | – | 0.12% | 58 |
|
|
2021
Q2 | $365K | Hold |
2,298
| – | – | 0.13% | 59 |
|
|
2021
Q1 | $348K | Buy |
2,298
+235
| +11% | +$35.6K | 0.14% | 57 |
|
|
2020
Q4 | $282K | Hold |
2,063
| – | – | 0.13% | 59 |
|
|
2020
Q3 | $244K | Hold |
2,063
| – | – | 0.13% | 62 |
|
|
2020
Q2 | $232K | Hold |
2,063
| – | – | 0.13% | 60 |
|
|
2020
Q1 | $205K | Hold |
2,063
| – | – | 0.14% | 58 |
|
|
2019
Q4 | $282K | Hold |
2,063
| – | – | 0.16% | 51 |
|
|
2019
Q3 | $265K | Hold |
2,063
| – | – | 0.16% | 51 |
|
|
2019
Q2 | $262K | Hold |
2,063
| – | – | 0.17% | 54 |
|
|
2019
Q1 | $255K | Hold |
2,063
| – | – | 0.17% | 55 |
|
|
2018
Q4 | $229K | Buy |
+2,063
| New | +$229K | 0.19% | 55 |
|