GPFA
Game Plan Financial 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 | $3.04M | Hold |
15,630
| – | – | 1.33% | 29 |
|
|
2025
Q1 | $2.94M | Hold |
15,630
| – | – | 1.43% | 24 |
|
|
2024
Q4 | $2.89M | Hold |
15,630
| – | – | 1.37% | 27 |
|
|
2024
Q3 | $2.97M | Hold |
15,630
| – | – | 1.43% | 23 |
|
|
2024
Q2 | $2.73M | Sell |
15,630
-300
| -2% | -$52.3K | 1.34% | 25 |
|
|
2024
Q1 | $2.85M | Hold |
15,930
| – | – | 1.44% | 23 |
|
|
2023
Q4 | $2.63M | Buy |
+15,930
| New | +$2.63M | 1.51% | 22 |
|
|
2022
Q4 | $2.42M | Hold |
15,930
| – | – | 1.99% | 20 |
|
|
2022
Q3 | $2.17M | Hold |
15,930
| – | – | 1.83% | 22 |
|
|
2022
Q2 | $2.3M | Hold |
15,930
| – | – | 1.85% | 20 |
|
|
2022
Q1 | $2.64M | Hold |
15,930
| – | – | 1.58% | 25 |
|
|
2021
Q4 | $2.68M | Hold |
15,930
| – | – | 1.43% | 26 |
|
|
2021
Q3 | $2.49M | Hold |
15,930
| – | – | 1.49% | 23 |
|
|
2021
Q2 | $2.53M | Hold |
15,930
| – | – | 1.5% | 24 |
|
|
2021
Q1 | $2.42M | Sell |
15,930
-25
| -0.2% | -$3.8K | 1.56% | 24 |
|
|
2020
Q4 | $2.18M | Sell |
15,955
-500
| -3% | -$68.3K | 1.55% | 22 |
|
|
2020
Q3 | $1.94M | Buy |
+16,455
| New | +$1.94M | 1.95% | 21 |
|
|
2020
Q2 | – | Sell |
-16,905
| Closed | -$1.68M | – | 73 |
|
|
2020
Q1 | $1.68M | Sell |
16,905
-5,900
| -26% | -$586K | 1.98% | 19 |
|
|
2019
Q4 | $3.11M | Buy |
+22,805
| New | +$3.11M | 2.91% | 7 |
|