Gordian 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 | $251K | Hold |
1,293
| – | – | 0.18% | 36 |
|
|
2025
Q1 | $243K | Hold |
1,293
| – | – | 0.19% | 34 |
|
|
2024
Q4 | $239K | Sell |
1,293
-153
| -11% | -$28.3K | 0.19% | 32 |
|
|
2024
Q3 | $274K | Hold |
1,446
| – | – | 0.22% | 29 |
|
|
2024
Q2 | $252K | Hold |
1,446
| – | – | 0.24% | 20 |
|
|
2024
Q1 | $259K | Hold |
1,446
| – | – | 0.24% | 22 |
|
|
2023
Q4 | $239K | Buy |
+1,446
| New | +$239K | 0.24% | 20 |
|