Greenup Street 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 | $634K | Hold |
3,264
| – | – | 0.11% | 71 |
|
|
2025
Q1 | $614K | Sell |
3,264
-159
| -5% | -$29.9K | 0.12% | 71 |
|
|
2024
Q4 | $634K | Sell |
3,423
-36
| -1% | -$6.67K | 0.13% | 65 |
|
|
2024
Q3 | $657K | Sell |
3,459
-70
| -2% | -$13.3K | 0.14% | 61 |
|
|
2024
Q2 | $616K | Sell |
3,529
-422
| -11% | -$73.6K | 0.14% | 61 |
|
|
2024
Q1 | $708K | Sell |
3,951
-1,099
| -22% | -$197K | 0.18% | 58 |
|
|
2023
Q4 | $835K | Buy |
+5,050
| New | +$835K | 0.23% | 54 |
|