Financial Gravity Asset 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
Q1 | $71.1K | Buy |
+378
| New | +$71.1K | 0.02% | 259 |
|
|
2024
Q2 | $73.6K | Sell |
422
-645
| -60% | -$113K | 0.02% | 212 |
|
|
2024
Q1 | $184K | Sell |
1,067
-4,969
| -82% | -$856K | 0.02% | 208 |
|
|
2023
Q4 | $1.16M | Buy |
6,036
+526
| +10% | +$101K | 0.01% | 335 |
|
|
2023
Q3 | $1.07M | Buy |
5,510
+5,220
| +1,800% | +$1.01M | 0.01% | 340 |
|
|
2023
Q2 | $46 | Hold |
290
| – | – | ﹤0.01% | 1409 |
|
|
2023
Q1 | $44 | Buy |
+290
| New | +$44 | ﹤0.01% | 738 |
|
|
2018
Q2 | – | Sell |
-57
| Closed | -$7K | – | 1514 |
|
|
2018
Q1 | $7K | Buy |
+57
| New | +$7K | 0.01% | 639 |
|