Gray Private Wealth’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 | $383K | Hold |
1,970
| – | – | 0.21% | 28 |
|
|
2025
Q1 | $371K | Hold |
1,970
| – | – | 0.22% | 26 |
|
|
2024
Q4 | $365K | Hold |
1,970
| – | – | 0.22% | 27 |
|
|
2024
Q3 | $374K | Hold |
1,970
| – | – | 0.22% | 25 |
|
|
2024
Q2 | $344K | Hold |
1,970
| – | – | 0.22% | 25 |
|
|
2024
Q1 | $353K | Buy |
+1,970
| New | +$353K | 0.23% | 25 |
|