Focus Partners Wealth’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 | $96.4M | Buy |
496,100
+19,252
| +4% | +$3.74M | 0.21% | 102 |
|
|
2025
Q1 | $89.7M | Buy |
476,848
+218
| +0% | +$41K | 0.22% | 96 |
|
|
2024
Q4 | $88.2M | Buy |
476,630
+317,366
| +199% | +$58.8M | 0.23% | 96 |
|
|
2024
Q3 | $30.2M | Sell |
159,264
-527,272
| -77% | -$100M | 0.1% | 206 |
|
|
2024
Q2 | $120M | Buy |
686,536
+352,239
| +105% | +$61.5M | 0.4% | 58 |
|
|
2024
Q1 | $59.9M | Buy |
334,297
+279,565
| +511% | +$50.1M | 0.49% | 46 |
|
|
2023
Q4 | $9.04M | Buy |
+54,732
| New | +$9.04M | 0.12% | 168 |
|