Hardy Reed’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 | $5.76M | Hold |
29,678
| – | – | 0.46% | 30 |
|
|
2025
Q1 | $5.58M | Hold |
29,678
| – | – | 0.49% | 27 |
|
|
2024
Q4 | $5.49M | Hold |
29,678
| – | – | 0.48% | 30 |
|
|
2024
Q3 | $5.63M | Hold |
29,678
| – | – | 0.5% | 27 |
|
|
2024
Q2 | $5.18M | Hold |
29,678
| – | – | 0.52% | 29 |
|
|
2024
Q1 | $5.32M | Sell |
29,678
-1,500
| -5% | -$269K | 0.66% | 22 |
|
|
2023
Q4 | $5.15M | Buy |
31,178
+1,407
| +5% | +$233K | 0.7% | 21 |
|
|
2023
Q3 | $4.52M | Buy |
29,771
+93
| +0.3% | +$14.1K | 0.82% | 14 |
|
|
2023
Q2 | $4.68M | Hold |
29,678
| – | – | 0.83% | 15 |
|
|
2023
Q1 | $4.52M | Hold |
29,678
| – | – | 0.8% | 20 |
|
|
2022
Q4 | $4.5M | Hold |
29,678
| – | – | 0.85% | 18 |
|
|
2022
Q3 | $4.04M | Hold |
29,678
| – | – | 0.89% | 12 |
|
|
2022
Q2 | $4.3M | Hold |
29,678
| – | – | 0.92% | 12 |
|
|
2022
Q1 | $4.93M | Hold |
29,678
| – | – | 0.92% | 12 |
|
|
2021
Q4 | $4.98M | Hold |
29,678
| – | – | 0.82% | 16 |
|
|
2021
Q3 | $4.65M | Hold |
29,678
| – | – | 0.83% | 16 |
|
|
2021
Q2 | $4.71M | Hold |
29,678
| – | – | 0.84% | 16 |
|
|
2021
Q1 | $4.5M | Hold |
29,678
| – | – | 0.86% | 16 |
|
|
2020
Q4 | $4.06M | Buy |
29,678
+354
| +1% | +$48.4K | 0.85% | 15 |
|
|
2020
Q3 | $3.46M | Hold |
29,324
| – | – | 0.87% | 16 |
|
|
2020
Q2 | $3.3M | Hold |
29,324
| – | – | 1.17% | 16 |
|
|
2020
Q1 | $2.91M | Hold |
29,324
| – | – | 1.33% | 16 |
|
|
2019
Q4 | $4M | Hold |
29,324
| – | – | 1.49% | 17 |
|
|
2019
Q3 | $3.76M | Hold |
29,324
| – | – | 1.5% | 18 |
|
|
2019
Q2 | $3.73M | Hold |
29,324
| – | – | 1.47% | 17 |
|
|
2019
Q1 | $3.62M | Hold |
29,324
| – | – | 1.33% | 18 |
|
|
2018
Q4 | $3.26M | Buy |
+29,324
| New | +$3.26M | 1.33% | 17 |
|