FAM
Formidable Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Hold |
1,427
| – | – | 0.04% | 326 |
|
|
2025
Q1 | $269K | Hold |
1,427
| – | – | 0.04% | 325 |
|
|
2024
Q4 | $264K | Hold |
1,427
| – | – | 0.04% | 318 |
|
|
2024
Q3 | $271K | Sell |
1,427
-72
| -5% | -$13.7K | 0.04% | 311 |
|
|
2024
Q2 | $262K | Buy |
1,499
+274
| +22% | +$47.8K | 0.04% | 322 |
|
|
2024
Q1 | $219K | Buy |
+1,225
| New | +$219K | 0.04% | 318 |
|
|
2022
Q2 | – | Sell |
-1,308
| Closed | -$217K | – | 336 |
|
|
2022
Q1 | $217K | Hold |
1,308
| – | – | 0.04% | 297 |
|
|
2021
Q4 | $222K | Hold |
1,308
| – | – | 0.04% | 280 |
|
|
2021
Q3 | $205K | Sell |
1,308
-1,062
| -45% | -$166K | 0.04% | 323 |
|
|
2021
Q2 | $374K | Buy |
2,370
+1,062
| +81% | +$168K | 0.08% | 201 |
|
|
2021
Q1 | $200K | Buy |
+1,308
| New | +$200K | 0.04% | 269 |
|
|
2020
Q1 | – | Sell |
-1,594
| Closed | -$220K | – | 250 |
|
|
2019
Q4 | $220K | Sell |
1,594
-300
| -16% | -$41.4K | 0.07% | 195 |
|
|
2019
Q3 | $242K | Hold |
1,894
| – | – | 0.22% | 76 |
|
|
2019
Q2 | $243K | Buy |
+1,894
| New | +$243K | 0.08% | 175 |
|
|
2017
Q4 | – | Sell |
-2,064
| Closed | -$245K | – | 152 |
|
|
2017
Q3 | $245K | Sell |
2,064
-33
| -2% | -$3.92K | 0.1% | 170 |
|
|
2017
Q2 | $244K | Buy |
2,097
+170
| +9% | +$19.8K | 0.12% | 140 |
|
|
2017
Q1 | $221K | Buy |
+1,927
| New | +$221K | 0.1% | 167 |
|