Greenspring 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
Q1 | $384K | Hold |
2,040
| – | – | 0.09% | 59 |
|
2024
Q4 | $378K | Hold |
2,040
| – | – | 0.08% | 58 |
|
2024
Q3 | $387K | Hold |
2,040
| – | – | 0.08% | 59 |
|
2024
Q2 | $356K | Hold |
2,040
| – | – | 0.09% | 48 |
|
2024
Q1 | $365K | Hold |
2,040
| – | – | 0.09% | 49 |
|
2023
Q4 | $337K | Hold |
2,040
| – | – | 0.09% | 45 |
|
2023
Q3 | $310K | Hold |
2,040
| – | – | 0.1% | 41 |
|
2023
Q2 | $322K | Sell |
2,040
-1,572
| -44% | -$248K | 0.1% | 41 |
|
2023
Q1 | $550K | Hold |
3,612
| – | – | 0.12% | 66 |
|
2022
Q4 | $548K | Sell |
3,612
-735
| -17% | -$111K | 0.15% | 62 |
|
2022
Q3 | $591K | Buy |
4,347
+31
| +0.7% | +$4.22K | 0.18% | 58 |
|
2022
Q2 | $624K | Sell |
4,316
-168
| -4% | -$24.3K | 0.18% | 52 |
|
2022
Q1 | $744K | Buy |
4,484
+32
| +0.7% | +$5.31K | 0.2% | 45 |
|
2021
Q4 | $748K | Buy |
+4,452
| New | +$748K | 0.19% | 42 |
|