Golden Road Advisors’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 | $804K | Buy |
4,137
+54
| +1% | +$10.5K | 0.53% | 20 |
|
|
2025
Q1 | $768K | Buy |
4,083
+12
| +0.3% | +$2.26K | 0.6% | 18 |
|
|
2024
Q4 | $754K | Buy |
4,071
+35
| +0.9% | +$6.48K | 0.57% | 19 |
|
|
2024
Q3 | $766K | Sell |
4,036
-1
| -0% | -$190 | 0.6% | 20 |
|
|
2024
Q2 | $702K | Buy |
4,037
+14
| +0.3% | +$2.44K | 0.58% | 18 |
|
|
2024
Q1 | $721K | Sell |
4,023
-32
| -0.8% | -$5.73K | 0.6% | 18 |
|
|
2023
Q4 | $670K | Buy |
+4,055
| New | +$670K | 0.64% | 16 |
|