FIA
Foundations Investment Advisors’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 | $979K | Sell |
5,041
-41
| -0.8% | -$7.96K | 0.02% | 440 |
|
|
2025
Q1 | $956K | Buy |
5,082
+1,014
| +25% | +$191K | 0.02% | 412 |
|
|
2024
Q4 | $753K | Buy |
4,068
+630
| +18% | +$117K | 0.01% | 452 |
|
|
2024
Q3 | $653K | Buy |
3,438
+412
| +14% | +$78.2K | 0.01% | 451 |
|
|
2024
Q2 | $528K | Sell |
3,026
-268
| -8% | -$46.8K | 0.01% | 481 |
|
|
2024
Q1 | $590K | Sell |
3,294
-83
| -2% | -$14.9K | 0.02% | 431 |
|
|
2023
Q4 | $564K | Buy |
3,377
+605
| +22% | +$101K | 0.02% | 416 |
|
|
2023
Q3 | $421K | Buy |
2,772
+236
| +9% | +$35.8K | 0.01% | 429 |
|
|
2023
Q2 | $400K | Buy |
2,536
+515
| +25% | +$81.3K | 0.01% | 407 |
|
|
2023
Q1 | $308K | Buy |
2,021
+334
| +20% | +$50.8K | 0.01% | 393 |
|
|
2022
Q4 | $256K | Sell |
1,687
-415
| -20% | -$62.9K | 0.01% | 370 |
|
|
2022
Q3 | $286K | Buy |
+2,102
| New | +$286K | 0.01% | 329 |
|
|
2022
Q2 | – | Sell |
-1,519
| Closed | -$251K | – | 404 |
|
|
2022
Q1 | $251K | Buy |
+1,519
| New | +$251K | 0.01% | 309 |
|
|
2019
Q2 | – | Sell |
-31,556
| Closed | -$3.9M | – | 124 |
|
|
2019
Q1 | $3.9M | Buy |
+31,556
| New | +$3.9M | 0.68% | 21 |
|