Financial Engines Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7B | Sell |
8,758,071
-1,014
| -0% | -$197K | 3.4% | 10 |
|
|
2025
Q1 | $1.65B | Sell |
8,759,085
-253,994
| -3% | -$47.8M | 3.54% | 8 |
|
|
2024
Q4 | $1.67B | Sell |
9,013,079
-325,686
| -3% | -$60.3M | 3.51% | 10 |
|
|
2024
Q3 | $1.77B | Sell |
9,338,765
-362,909
| -4% | -$68.9M | 3.7% | 8 |
|
|
2024
Q2 | $1.69B | Sell |
9,701,674
-104,646
| -1% | -$18.3M | 3.76% | 8 |
|
|
2024
Q1 | $1.76B | Sell |
9,806,320
-293,464
| -3% | -$52.6M | 3.96% | 8 |
|
|
2023
Q4 | $1.67B | Sell |
10,099,784
-100,507
| -1% | -$16.6M | 3.94% | 8 |
|
|
2023
Q3 | $1.56B | Sell |
10,200,291
-105,713
| -1% | -$16.2M | 4.1% | 8 |
|
|
2023
Q2 | $1.63B | Buy |
10,306,004
+81,680
| +0.8% | +$12.9M | 4.12% | 8 |
|
|
2023
Q1 | $1.56B | Sell |
10,224,324
-100,830
| -1% | -$15.4M | 4.13% | 8 |
|
|
2022
Q4 | $1.57B | Sell |
10,325,154
-334,871
| -3% | -$50.8M | 4.48% | 7 |
|
|
2022
Q3 | $1.45B | Sell |
10,660,025
-118,158
| -1% | -$16.1M | 4.73% | 6 |
|
|
2022
Q2 | $1.56B | Sell |
10,778,183
-193,712
| -2% | -$28.1M | 4.76% | 6 |
|
|
2022
Q1 | $1.82B | Sell |
10,971,895
-372,174
| -3% | -$61.8M | 4.86% | 7 |
|
|
2021
Q4 | $1.91B | Sell |
11,344,069
-141,224
| -1% | -$23.7M | 5.06% | 7 |
|
|
2021
Q3 | $1.8B | Sell |
11,485,293
-370,854
| -3% | -$58M | 5.31% | 6 |
|
|
2021
Q2 | $1.88B | Sell |
11,856,147
-256,988
| -2% | -$40.8M | 5.46% | 6 |
|
|
2021
Q1 | $1.84B | Sell |
12,113,135
-1,238,906
| -9% | -$188M | 5.74% | 5 |
|
|
2020
Q4 | $1.83B | Sell |
13,352,041
-1,415,006
| -10% | -$193M | 6.22% | 5 |
|
|
2020
Q3 | $1.74B | Sell |
14,767,047
-1,143,066
| -7% | -$135M | 6.95% | 5 |
|
|
2020
Q2 | $1.79B | Sell |
15,910,113
-1,489,708
| -9% | -$168M | 7.84% | 2 |
|
|
2020
Q1 | $1.73B | Sell |
17,399,821
-229,935
| -1% | -$22.8M | 9.27% | 3 |
|
|
2019
Q4 | $2.41B | Sell |
17,629,756
-394,966
| -2% | -$53.9M | 11.64% | 2 |
|
|
2019
Q3 | $2.31B | Buy |
18,024,722
+189,834
| +1% | +$24.3M | 12.44% | 2 |
|
|
2019
Q2 | $2.27B | Sell |
17,834,888
-283,481
| -2% | -$36.1M | 13.27% | 2 |
|
|
2019
Q1 | $2.24B | Buy |
18,118,369
+178,193
| +1% | +$22M | 12.21% | 2 |
|
|
2018
Q4 | $1.99B | Buy |
+17,940,176
| New | +$1.99B | 13.77% | 2 |
|
|
2018
Q3 | – | Sell |
-18
| Closed | -$2K | – | 162 |
|
|
2018
Q2 | $2K | Sell |
18
-122
| -87% | -$13.6K | ﹤0.01% | 128 |
|
|
2018
Q1 | $17K | Buy |
+140
| New | +$17K | ﹤0.01% | 82 |
|