GWWM
Great Waters Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
7,940
+29
| +0.4% | +$5.63K | 0.2% | 30 |
|
|
2025
Q1 | $1.49M | Sell |
7,911
-1,732
| -18% | -$326K | 0.21% | 31 |
|
|
2024
Q4 | $1.79M | Sell |
9,643
-38
| -0.4% | -$7.04K | 0.23% | 27 |
|
|
2024
Q3 | $1.84M | Buy |
9,681
+42
| +0.4% | +$7.97K | 0.25% | 28 |
|
|
2024
Q2 | $1.68M | Sell |
9,639
-90
| -0.9% | -$15.7K | 0.26% | 28 |
|
|
2024
Q1 | $1.74M | Sell |
9,729
-3,870
| -28% | -$693K | 0.28% | 28 |
|
|
2023
Q4 | $2.23M | Sell |
13,599
-152
| -1% | -$25K | 0.4% | 22 |
|
|
2023
Q3 | $2.06M | Sell |
13,751
-31
| -0.2% | -$4.64K | 0.41% | 25 |
|
|
2023
Q2 | $2.18M | Sell |
13,782
-266
| -2% | -$42K | 0.43% | 24 |
|
|
2023
Q1 | $2.17M | Sell |
14,048
-894
| -6% | -$138K | 0.46% | 25 |
|
|
2022
Q4 | $2.36M | Buy |
+14,942
| New | +$2.36M | 0.51% | 24 |
|