Financial Guidance Group’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 | $688K | Hold |
3,542
| – | – | 0.33% | 48 |
|
|
2025
Q1 | $666K | Hold |
3,542
| – | – | 0.36% | 43 |
|
|
2024
Q4 | $656K | Hold |
3,542
| – | – | 0.36% | 44 |
|
|
2024
Q3 | $672K | Sell |
3,542
-20
| -0.6% | -$3.8K | 0.39% | 42 |
|
|
2024
Q2 | $621K | Hold |
3,562
| – | – | 0.38% | 42 |
|
|
2024
Q1 | $638K | Hold |
3,562
| – | – | 0.41% | 32 |
|
|
2023
Q4 | $589K | Hold |
3,562
| – | – | 0.41% | 34 |
|
|
2023
Q3 | $541K | Hold |
3,562
| – | – | 0.41% | 32 |
|
|
2023
Q2 | $562K | Sell |
3,562
-32
| -0.9% | -$5.05K | 0.41% | 31 |
|
|
2023
Q1 | $547K | Sell |
3,594
-40
| -1% | -$6.09K | 0.42% | 29 |
|
|
2022
Q4 | $551K | Hold |
3,634
| – | – | 0.45% | 28 |
|
|
2022
Q3 | $494K | Sell |
3,634
-30
| -0.8% | -$4.08K | 0.4% | 30 |
|
|
2022
Q2 | $531K | Sell |
3,664
-19
| -0.5% | -$2.75K | 0.42% | 29 |
|
|
2022
Q1 | $611K | Buy |
+3,683
| New | +$611K | 0.42% | 29 |
|