FMA Wealth 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
Q2 | $10.9M | Sell |
55,974
-3,431
| -6% | -$666K | 8.04% | 6 |
|
|
2025
Q1 | $11.5M | Sell |
59,405
-1,075
| -2% | -$209K | 8.87% | 5 |
|
|
2024
Q4 | $11.2M | Sell |
60,480
-278
| -0.5% | -$51.5K | 8.33% | 5 |
|
|
2024
Q3 | $11.5M | Sell |
60,758
-305
| -0.5% | -$57.9K | 8.36% | 5 |
|
|
2024
Q2 | $10.7M | Buy |
61,063
+38
| +0.1% | +$6.63K | 8.61% | 4 |
|
|
2024
Q1 | $10.9M | Buy |
61,025
+10
| +0% | +$1.79K | 9.06% | 4 |
|
|
2023
Q4 | $10.1M | Buy |
+61,015
| New | +$10.1M | 9.19% | 4 |
|