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