Forum Financial 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 | $2.4M | Sell |
12,375
-1,558
| -11% | -$303K | 0.04% | 107 |
|
|
2025
Q1 | $2.62M | Sell |
13,933
-1,037
| -7% | -$195K | 0.04% | 91 |
|
|
2024
Q4 | $2.77M | Buy |
14,970
+285
| +2% | +$52.8K | 0.05% | 85 |
|
|
2024
Q3 | $2.79M | Hold |
14,685
| – | – | 0.05% | 73 |
|
|
2024
Q2 | $2.56M | Sell |
14,685
-868
| -6% | -$151K | 0.05% | 73 |
|
|
2024
Q1 | $2.79M | Sell |
15,553
-15
| -0.1% | -$2.69K | 0.05% | 87 |
|
|
2023
Q4 | $2.57M | Sell |
15,568
-513
| -3% | -$84.8K | 0.05% | 75 |
|
|
2023
Q3 | $2.44M | Buy |
16,081
+158
| +1% | +$24K | 0.05% | 72 |
|
|
2023
Q2 | $2.51M | Buy |
15,923
+793
| +5% | +$125K | 0.06% | 69 |
|
|
2023
Q1 | $2.3M | Sell |
15,130
-455
| -3% | -$69.3K | 0.07% | 69 |
|
|
2022
Q4 | $2.36M | Buy |
15,585
+2,579
| +20% | +$391K | 0.08% | 63 |
|
|
2022
Q3 | $1.77M | Buy |
13,006
+47
| +0.4% | +$6.39K | 0.09% | 63 |
|
|
2022
Q2 | $1.88M | Buy |
12,959
+229
| +2% | +$33.2K | 0.09% | 64 |
|
|
2022
Q1 | $2.11M | Buy |
12,730
+944
| +8% | +$157K | 0.1% | 57 |
|
|
2021
Q4 | $1.98M | Buy |
+11,786
| New | +$1.98M | 0.1% | 60 |
|