GFPC
Global Financial Private Client’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 | – | Sell |
-235
| Closed | -$44.2K | – | 897 |
|
2025
Q1 | $44.2K | Hold |
235
| – | – | 0.02% | 342 |
|
2024
Q4 | $43.5K | Hold |
235
| – | – | 0.02% | 335 |
|
2024
Q3 | $44.6K | Hold |
235
| – | – | 0.02% | 326 |
|
2024
Q2 | $41K | Hold |
235
| – | – | 0.02% | 318 |
|
2024
Q1 | $41.9K | Hold |
235
| – | – | 0.02% | 322 |
|
2023
Q4 | $38.8K | Hold |
235
| – | – | 0.02% | 319 |
|
2023
Q3 | $35.3K | Hold |
235
| – | – | 0.02% | 320 |
|
2023
Q2 | $37.2K | Hold |
235
| – | – | 0.02% | 317 |
|
2023
Q1 | $36K | Sell |
235
-105
| -31% | -$16.1K | 0.02% | 315 |
|
2022
Q4 | $51.6K | Hold |
340
| – | – | 0.03% | 272 |
|
2022
Q3 | $47.5K | Buy |
340
+105
| +45% | +$14.7K | 0.03% | 271 |
|
2022
Q2 | $34.5K | Hold |
235
| – | – | 0.02% | 296 |
|
2022
Q1 | $39.2K | Hold |
235
| – | – | 0.02% | 289 |
|
2021
Q4 | $39.5K | Hold |
235
| – | – | 0.02% | 286 |
|
2021
Q3 | $37.3K | Hold |
235
| – | – | 0.02% | 267 |
|
2021
Q2 | $37.5K | Hold |
235
| – | – | 0.02% | 271 |
|
2021
Q1 | $35.9K | Hold |
235
| – | – | 0.03% | 237 |
|
2020
Q4 | $32.1K | Buy |
+235
| New | +$32.1K | 0.03% | 233 |
|