GM Advisory Group’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 | $261K | Buy |
1,343
+4
| +0.3% | +$777 | 0.01% | 253 |
|
|
2025
Q1 | $252K | Buy |
1,339
+3
| +0.2% | +$565 | 0.01% | 232 |
|
|
2024
Q4 | $247K | Sell |
1,336
-476
| -26% | -$88.1K | 0.01% | 227 |
|
|
2024
Q3 | $344K | Buy |
1,812
+269
| +17% | +$51.1K | 0.02% | 190 |
|
|
2024
Q2 | $269K | Buy |
1,543
+4
| +0.3% | +$698 | 0.02% | 196 |
|
|
2024
Q1 | $276K | Buy |
1,539
+3
| +0.2% | +$537 | 0.02% | 189 |
|
|
2023
Q4 | $254K | Buy |
1,536
+7
| +0.5% | +$1.16K | 0.02% | 179 |
|
|
2023
Q3 | $232K | Buy |
1,529
+63
| +4% | +$9.57K | 0.02% | 174 |
|
|
2023
Q2 | $231K | Buy |
1,466
+2
| +0.1% | +$316 | 0.02% | 176 |
|
|
2023
Q1 | $223K | Buy |
+1,464
| New | +$223K | 0.02% | 174 |
|