Financial Perspectives’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 | $46.9K | Buy |
242
+155
| +178% | +$30.1K | 0.01% | 318 |
|
|
2025
Q1 | $16.4K | Hold |
87
| – | – | 0.01% | 434 |
|
|
2024
Q4 | $16.1K | Hold |
87
| – | – | 0.01% | 444 |
|
|
2024
Q3 | $16.5K | Hold |
87
| – | – | 0.01% | 414 |
|
|
2024
Q2 | $15.2K | Hold |
87
| – | – | 0.01% | 415 |
|
|
2024
Q1 | $15.6K | Hold |
87
| – | – | 0.01% | 410 |
|
|
2023
Q4 | $14.4K | Hold |
87
| – | – | 0.01% | 421 |
|
|
2023
Q3 | $13.2K | Hold |
87
| – | – | 0.01% | 413 |
|
|
2023
Q2 | $13.7K | Buy |
+87
| New | +$13.7K | 0.01% | 413 |
|