Frank Rimerman Advisors’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 | $235K | Hold |
1,208
| – | – | 0.02% | 510 |
|
|
2025
Q1 | $227K | Sell |
1,208
-520
| -30% | -$97.8K | 0.02% | 472 |
|
|
2024
Q4 | $320K | Hold |
1,728
| – | – | 0.02% | 393 |
|
|
2024
Q3 | $328K | Hold |
1,728
| – | – | 0.02% | 403 |
|
|
2024
Q2 | $301K | Hold |
1,728
| – | – | 0.02% | 442 |
|
|
2024
Q1 | $310K | Hold |
1,728
| – | – | 0.06% | 83 |
|
|
2023
Q4 | $286K | Hold |
1,728
| – | – | 0.06% | 86 |
|
|
2023
Q3 | $262K | Hold |
1,728
| – | – | 0.06% | 82 |
|
|
2023
Q2 | $273K | Buy |
+1,728
| New | +$273K | 0.07% | 89 |
|