FPCG
Forum Private Client Group’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 | $339K | Buy |
1,743
+3
| +0.2% | +$583 | 0.13% | 59 |
|
|
2025
Q1 | $327K | Sell |
1,740
-155
| -8% | -$29.2K | 0.14% | 57 |
|
|
2024
Q4 | $351K | Buy |
1,895
+51
| +3% | +$9.44K | 0.16% | 55 |
|
|
2024
Q3 | $350K | Sell |
1,844
-83
| -4% | -$15.8K | 0.16% | 57 |
|
|
2024
Q2 | $336K | Sell |
1,927
-52
| -3% | -$9.07K | 0.16% | 55 |
|
|
2024
Q1 | $354K | Sell |
1,979
-114
| -5% | -$20.4K | 0.17% | 56 |
|
|
2023
Q4 | $346K | Buy |
+2,093
| New | +$346K | 0.18% | 53 |
|
|
2023
Q3 | – | Sell |
-2,515
| Closed | -$397K | – | 34 |
|
|
2023
Q2 | $397K | Sell |
2,515
-46
| -2% | -$7.26K | 0.23% | 50 |
|
|
2023
Q1 | $390K | Sell |
2,561
-584
| -19% | -$88.9K | 0.25% | 49 |
|
|
2022
Q4 | $477K | Buy |
3,145
+1,033
| +49% | +$157K | 0.33% | 44 |
|
|
2022
Q3 | $287K | Hold |
2,112
| – | – | 0.21% | 52 |
|
|
2022
Q2 | $306K | Buy |
2,112
+107
| +5% | +$15.5K | 0.22% | 52 |
|
|
2022
Q1 | $333K | Buy |
+2,005
| New | +$333K | 0.26% | 50 |
|