GJWM
Gilliland Jeter Wealth Management’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 | $2.61M | Buy |
13,432
+174
| +1% | +$33.8K | 0.85% | 31 |
|
|
2025
Q1 | $2.49M | Buy |
13,258
+387
| +3% | +$72.8K | 0.88% | 31 |
|
|
2024
Q4 | $2.38M | Sell |
12,871
-81
| -0.6% | -$15K | 0.8% | 33 |
|
|
2024
Q3 | $2.46M | Buy |
12,952
+352
| +3% | +$66.8K | 0.79% | 32 |
|
|
2024
Q2 | $2.2M | Buy |
12,600
+42
| +0.3% | +$7.33K | 0.74% | 36 |
|
|
2024
Q1 | $2.25M | Buy |
12,558
+14
| +0.1% | +$2.51K | 0.78% | 35 |
|
|
2023
Q4 | $2.07M | Buy |
+12,544
| New | +$2.07M | 0.86% | 35 |
|