Founders Financial Alliance’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 | $2.48M | Sell |
12,758
-763
| -6% | -$148K | 0.56% | 41 |
|
|
2025
Q1 | $2.54M | Sell |
13,521
-625
| -4% | -$118K | 0.62% | 36 |
|
|
2024
Q4 | $2.62M | Sell |
14,146
-30
| -0.2% | -$5.55K | 0.72% | 28 |
|
|
2024
Q3 | $2.69M | Sell |
14,176
-11
| -0.1% | -$2.09K | 0.75% | 27 |
|
|
2024
Q2 | $2.48M | Sell |
14,187
-197
| -1% | -$34.4K | 0.73% | 28 |
|
|
2024
Q1 | $2.58M | Buy |
14,384
+7
| +0% | +$1.25K | 0.77% | 29 |
|
|
2023
Q4 | $2.38M | Sell |
14,377
-209
| -1% | -$34.5K | 0.92% | 22 |
|
|
2023
Q3 | $2.21M | Hold |
14,586
| – | – | 0.97% | 25 |
|
|
2023
Q2 | $2.3M | Buy |
14,586
+36
| +0.2% | +$5.68K | 0.91% | 22 |
|
|
2023
Q1 | $2.22M | Buy |
14,550
+32
| +0.2% | +$4.88K | 1.11% | 21 |
|
|
2022
Q4 | $2.2M | Buy |
14,518
+8
| +0.1% | +$1.21K | 1.01% | 21 |
|
|
2022
Q3 | $1.97M | Buy |
14,510
+227
| +2% | +$30.9K | 1% | 18 |
|
|
2022
Q2 | $2.07M | Sell |
14,283
-239
| -2% | -$34.7K | 1.05% | 17 |
|
|
2022
Q1 | $2.41M | Sell |
14,522
-19
| -0.1% | -$3.15K | 1.07% | 15 |
|
|
2021
Q4 | $2.44M | Sell |
14,541
-536
| -4% | -$90K | 0.98% | 15 |
|
|
2021
Q3 | $2.36M | Sell |
15,077
-16
| -0.1% | -$2.5K | 1.1% | 14 |
|
|
2021
Q2 | $2.39M | Buy |
15,093
+61
| +0.4% | +$9.67K | 1.09% | 14 |
|
|
2021
Q1 | $2.37M | Buy |
15,032
+334
| +2% | +$52.6K | 1.17% | 15 |
|
|
2020
Q4 | $2.01M | Sell |
14,698
-46
| -0.3% | -$6.3K | 1.14% | 14 |
|
|
2020
Q3 | $1.74M | Buy |
+14,744
| New | +$1.74M | 1.04% | 16 |
|