Founders Financial Securities’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 | $228K | Buy |
1,175
+1
| +0.1% | +$194 | 0.02% | 461 |
|
|
2025
Q1 | $213K | Buy |
+1,174
| New | +$213K | 0.02% | 438 |
|
|
2024
Q3 | – | Sell |
-1,170
| Closed | -$204K | – | 452 |
|
|
2024
Q2 | $204K | Buy |
+1,170
| New | +$204K | 0.02% | 405 |
|
|
2014
Q2 | – | Sell |
-123,614
| Closed | -$11.9K | – | 81 |
|
|
2014
Q1 | $11.9K | Buy |
+123,614
| New | +$11.9K | 7.99% | 4 |
|