GFPC
IWD icon

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