Foster Dykema Cabot & Partners’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 | $2.31M | Sell |
11,875
-273
| -2% | -$53K | 0.16% | 35 |
|
|
2025
Q1 | $2.29M | Sell |
12,148
-469
| -4% | -$88.2K | 0.18% | 35 |
|
|
2024
Q4 | $2.34M | Sell |
12,617
-2,456
| -16% | -$455K | 0.18% | 37 |
|
|
2024
Q3 | $2.86M | Buy |
15,073
+2,144
| +17% | +$407K | 0.24% | 34 |
|
|
2024
Q2 | $2.26M | Hold |
12,929
| – | – | 0.2% | 35 |
|
|
2024
Q1 | $2.32M | Sell |
12,929
-249
| -2% | -$44.6K | 0.22% | 35 |
|
|
2023
Q4 | $2.18M | Buy |
+13,178
| New | +$2.18M | 0.23% | 34 |
|