Greenwood Gearhart’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 | $613K | Hold |
3,158
| – | – | 0.04% | 74 |
|
|
2025
Q1 | $594K | Sell |
3,158
-54
| -2% | -$10.2K | 0.04% | 73 |
|
|
2024
Q4 | $595K | Hold |
3,212
| – | – | 0.04% | 82 |
|
|
2024
Q3 | $610K | Buy |
3,212
+54
| +2% | +$10.2K | 0.05% | 66 |
|
|
2024
Q2 | $551K | Hold |
3,158
| – | – | 0.05% | 67 |
|
|
2024
Q1 | $566K | Buy |
3,158
+2,058
| +187% | +$369K | 0.06% | 66 |
|
|
2023
Q4 | $182K | Sell |
1,100
-525
| -32% | -$86.8K | 0.02% | 99 |
|
|
2023
Q3 | $247K | Hold |
1,625
| – | – | 0.03% | 86 |
|
|
2023
Q2 | $256K | Hold |
1,625
| – | – | 0.03% | 92 |
|
|
2023
Q1 | $247K | Hold |
1,625
| – | – | 0.03% | 89 |
|
|
2022
Q4 | $246K | Hold |
1,625
| – | – | 0.03% | 92 |
|
|
2022
Q3 | $221K | Hold |
1,625
| – | – | 0.04% | 89 |
|
|
2022
Q2 | $236K | Hold |
1,625
| – | – | 0.04% | 85 |
|
|
2022
Q1 | $270K | Sell |
1,625
-181
| -10% | -$30.1K | 0.04% | 86 |
|
|
2021
Q4 | $303K | Hold |
1,806
| – | – | 0.04% | 83 |
|
|
2021
Q3 | $283K | Sell |
1,806
-250
| -12% | -$39.2K | 0.04% | 77 |
|
|
2021
Q2 | $326K | Sell |
2,056
-547
| -21% | -$86.7K | 0.05% | 72 |
|
|
2021
Q1 | $394K | Sell |
2,603
-1,955
| -43% | -$296K | 0.07% | 67 |
|
|
2020
Q4 | $623K | Buy |
+4,558
| New | +$623K | 0.12% | 59 |
|