Foster & Motley’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 | $7.14M | Buy |
36,746
+9,759
| +36% | +$1.9M | 0.41% | 62 |
|
2025
Q1 | $5.08M | Buy |
26,987
+10,875
| +67% | +$2.05M | 0.32% | 84 |
|
2024
Q4 | $2.98M | Buy |
16,112
+8,950
| +125% | +$1.66M | 0.19% | 117 |
|
2024
Q3 | $1.36M | Buy |
+7,162
| New | +$1.36M | 0.09% | 190 |
|
2022
Q2 | – | Sell |
-1,376
| Closed | -$228K | – | 364 |
|
2022
Q1 | $228K | Buy |
1,376
+146
| +12% | +$24.2K | 0.02% | 340 |
|
2021
Q4 | $207K | Buy |
+1,230
| New | +$207K | 0.02% | 343 |
|