Granite Bay Wealth Management’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 | $275K | Hold |
1,416
| – | – | 0.09% | 60 |
|
|
2025
Q1 | $266K | Sell |
1,416
-170
| -11% | -$31.9K | 0.09% | 63 |
|
|
2024
Q4 | $294K | Buy |
+1,586
| New | +$294K | 0.11% | 61 |
|
|
2024
Q1 | – | Sell |
-33,852
| Closed | -$5.23M | – | 180 |
|
|
2023
Q4 | $5.23M | Sell |
33,852
-6
| -0% | -$926 | 0.05% | 105 |
|
|
2023
Q3 | $5.37M | Buy |
+33,858
| New | +$5.37M | 0.05% | 109 |
|