FourThought Financial Partners’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 | $257K | Sell |
1,323
-90
| -6% | -$17.5K | 0.03% | 257 |
|
|
2025
Q1 | $266K | Buy |
1,413
+247
| +21% | +$46.5K | 0.03% | 257 |
|
|
2024
Q4 | $216K | Hold |
1,166
| – | – | 0.02% | 297 |
|
|
2024
Q3 | $221K | Sell |
1,166
-39
| -3% | -$7.4K | 0.03% | 167 |
|
|
2024
Q2 | $210K | Sell |
1,205
-949
| -44% | -$166K | 0.03% | 175 |
|
|
2024
Q1 | $386K | Sell |
2,154
-243
| -10% | -$43.5K | 0.04% | 221 |
|
|
2023
Q4 | $396K | Buy |
2,397
+57
| +2% | +$9.42K | 0.05% | 216 |
|
|
2023
Q3 | $355K | Buy |
2,340
+72
| +3% | +$10.9K | 0.05% | 218 |
|
|
2023
Q2 | $358K | Sell |
2,268
-195
| -8% | -$30.8K | 0.05% | 225 |
|
|
2023
Q1 | $375K | Sell |
2,463
-2,397
| -49% | -$365K | 0.05% | 219 |
|
|
2022
Q4 | $737K | Buy |
+4,860
| New | +$737K | 0.11% | 146 |
|