GC Wealth Management RIA’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 | $668K | Buy |
3,438
+2,243
| +188% | +$436K | 0.05% | 271 |
|
|
2025
Q1 | $225K | Sell |
1,195
-3
| -0.3% | -$564 | 0.04% | 287 |
|
|
2024
Q4 | $222K | Sell |
1,198
-370
| -24% | -$68.5K | 0.04% | 270 |
|
|
2024
Q3 | $298K | Sell |
1,568
-22
| -1% | -$4.18K | 0.05% | 252 |
|
|
2024
Q2 | $277K | Sell |
1,590
-16
| -1% | -$2.79K | 0.05% | 236 |
|
|
2024
Q1 | $288K | Buy |
1,606
+129
| +9% | +$23.1K | 0.06% | 231 |
|
|
2023
Q4 | $244K | Buy |
+1,477
| New | +$244K | 0.11% | 187 |
|