GWSA
Global Wealth Strategies & Associates’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 |
-30
| Closed | -$5.65K | – | 423 |
|
|
2025
Q1 | $5.65K | Hold |
30
| – | – | ﹤0.01% | 309 |
|
|
2024
Q4 | $5.55K | Sell |
30
-56
| -65% | -$10.4K | ﹤0.01% | 259 |
|
|
2024
Q3 | $16.3K | Hold |
86
| – | – | 0.01% | 151 |
|
|
2024
Q2 | $15K | Hold |
86
| – | – | 0.01% | 142 |
|
|
2024
Q1 | $15.4K | Sell |
86
-14
| -14% | -$2.51K | 0.01% | 148 |
|
|
2023
Q4 | $16.5K | Hold |
100
| – | – | 0.01% | 135 |
|
|
2023
Q3 | $15.2K | Hold |
100
| – | – | 0.01% | 131 |
|
|
2023
Q2 | $15.8K | Sell |
100
-20
| -17% | -$3.16K | 0.01% | 131 |
|
|
2023
Q1 | $18.3K | Buy |
+120
| New | +$18.3K | 0.01% | 117 |
|