Hantz Financial Services’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 | $60K | Buy |
307
+143
| +87% | +$27.9K | ﹤0.01% | 909 |
|
|
2025
Q1 | $31K | Sell |
164
-23
| -12% | -$4.35K | ﹤0.01% | 771 |
|
|
2024
Q4 | $35K | Buy |
+187
| New | +$35K | ﹤0.01% | 698 |
|
|
2024
Q2 | – | Sell |
-477
| Closed | -$85K | – | 1166 |
|
|
2024
Q1 | $85K | Buy |
477
+55
| +13% | +$9.8K | ﹤0.01% | 618 |
|
|
2023
Q4 | $70K | Hold |
422
| – | – | ﹤0.01% | 628 |
|
|
2023
Q3 | $64K | Buy |
422
+17
| +4% | +$2.58K | ﹤0.01% | 615 |
|
|
2023
Q2 | $64K | Hold |
405
| – | – | ﹤0.01% | 600 |
|
|
2023
Q1 | $62K | Sell |
405
-707
| -64% | -$108K | ﹤0.01% | 604 |
|
|
2022
Q4 | $169K | Sell |
1,112
-147
| -12% | -$22.3K | 0.01% | 549 |
|
|
2022
Q3 | $171K | Buy |
1,259
+707
| +128% | +$96K | 0.01% | 528 |
|
|
2022
Q2 | $80K | Buy |
552
+89
| +19% | +$12.9K | ﹤0.01% | 563 |
|
|
2022
Q1 | $77K | Sell |
463
-220
| -32% | -$36.6K | ﹤0.01% | 583 |
|
|
2021
Q4 | $115K | Hold |
683
| – | – | ﹤0.01% | 538 |
|
|
2021
Q3 | $107K | Hold |
683
| – | – | ﹤0.01% | 528 |
|
|
2021
Q2 | $108K | Hold |
683
| – | – | ﹤0.01% | 512 |
|
|
2021
Q1 | $104K | Sell |
683
-111
| -14% | -$16.9K | ﹤0.01% | 487 |
|
|
2020
Q4 | $109K | Buy |
794
+144
| +22% | +$19.8K | ﹤0.01% | 458 |
|
|
2020
Q3 | $77K | Buy |
+650
| New | +$77K | ﹤0.01% | 447 |
|
|
2020
Q2 | – | Sell |
-649
| Closed | -$64K | – | 593 |
|
|
2020
Q1 | $64K | Buy |
+649
| New | +$64K | ﹤0.01% | 420 |
|