Granite FO LLC’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 | $176K | Buy |
909
+3
| +0.3% | +$582 | 0.1% | 51 |
|
|
2025
Q1 | $171K | Buy |
906
+2
| +0.2% | +$376 | 0.1% | 53 |
|
|
2024
Q4 | $167K | Buy |
904
+2
| +0.2% | +$370 | 0.1% | 54 |
|
|
2024
Q3 | $171K | Buy |
+902
| New | +$171K | 0.1% | 55 |
|
|
2024
Q2 | – | Sell |
-899
| Closed | -$167K | – | 126 |
|
|
2024
Q1 | $167K | Buy |
899
+4
| +0.4% | +$743 | 0.1% | 57 |
|
|
2023
Q4 | $148K | Buy |
895
+6
| +0.7% | +$991 | 0.1% | 61 |
|
|
2023
Q3 | $135K | Hold |
889
| – | – | 0.09% | 61 |
|
|
2023
Q2 | $140K | Buy |
889
+2
| +0.2% | +$316 | 0.1% | 63 |
|
|
2023
Q1 | $137K | Sell |
887
-1,126
| -56% | -$174K | 0.08% | 96 |
|
|
2022
Q4 | $320K | Buy |
+2,013
| New | +$320K | 0.25% | 31 |
|