GeoWealth Management’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 | $19.4K | Buy |
100
+32
| +47% | +$6.22K | ﹤0.01% | 1063 |
|
|
2025
Q1 | $12.8K | Buy |
+68
| New | +$12.8K | ﹤0.01% | 991 |
|
|
2024
Q3 | – | Sell |
-1,586
| Closed | -$277K | – | 1713 |
|
|
2024
Q2 | $277K | Buy |
+1,586
| New | +$277K | 0.01% | 605 |
|
|
2023
Q4 | – | Sell |
-4
| Closed | -$1K | – | 703 |
|
|
2023
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 479 |
|
|
2023
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 437 |
|
|
2023
Q1 | $1K | Sell |
4
-52
| -93% | -$13K | ﹤0.01% | 378 |
|
|
2022
Q4 | $8K | Sell |
56
-238
| -81% | -$34K | ﹤0.01% | 342 |
|
|
2022
Q3 | $40K | Buy |
294
+55
| +23% | +$7.48K | ﹤0.01% | 293 |
|
|
2022
Q2 | $34K | Sell |
239
-73
| -23% | -$10.4K | ﹤0.01% | 281 |
|
|
2022
Q1 | $51K | Sell |
312
-10
| -3% | -$1.64K | ﹤0.01% | 339 |
|
|
2021
Q4 | $55K | Buy |
322
+39
| +14% | +$6.66K | ﹤0.01% | 319 |
|
|
2021
Q3 | $44K | Buy |
+283
| New | +$44K | ﹤0.01% | 338 |
|