HHM Wealth 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
Q2 | $49.3K | Buy |
254
+5
| +2% | +$971 | 0.01% | 379 |
|
|
2025
Q1 | $46.9K | Hold |
249
| – | – | 0.01% | 373 |
|
|
2024
Q4 | $46.1K | Hold |
249
| – | – | 0.01% | 370 |
|
|
2024
Q3 | $47.3K | Hold |
249
| – | – | 0.01% | 353 |
|
|
2024
Q2 | $43.4K | Buy |
249
+60
| +32% | +$10.5K | 0.01% | 358 |
|
|
2024
Q1 | $33.9K | Hold |
189
| – | – | 0.01% | 347 |
|
|
2023
Q4 | $31.2K | Buy |
189
+71
| +60% | +$11.7K | 0.01% | 350 |
|
|
2023
Q3 | $17.9K | Sell |
118
-262
| -69% | -$39.8K | ﹤0.01% | 418 |
|
|
2023
Q2 | $60K | Hold |
380
| – | – | 0.01% | 259 |
|
|
2023
Q1 | $57.9K | Hold |
380
| – | – | 0.01% | 257 |
|
|
2022
Q4 | $57.6K | Hold |
380
| – | – | 0.01% | 227 |
|
|
2022
Q3 | $52K | Sell |
380
-191
| -33% | -$26.1K | 0.01% | 227 |
|
|
2022
Q2 | $83K | Hold |
571
| – | – | 0.02% | 207 |
|
|
2022
Q1 | $95K | Hold |
571
| – | – | 0.02% | 226 |
|
|
2021
Q4 | $96K | Hold |
571
| – | – | 0.02% | 222 |
|
|
2021
Q3 | $89K | Hold |
571
| – | – | 0.02% | 219 |
|
|
2021
Q2 | $91K | Hold |
571
| – | – | 0.02% | 217 |
|
|
2021
Q1 | $87K | Buy |
571
+181
| +46% | +$27.6K | 0.03% | 205 |
|
|
2020
Q4 | $53K | Sell |
390
-52
| -12% | -$7.07K | 0.02% | 252 |
|
|
2020
Q3 | $52K | Hold |
442
| – | – | 0.02% | 219 |
|
|
2020
Q2 | $50K | Hold |
442
| – | – | 0.02% | 226 |
|
|
2020
Q1 | $44K | Buy |
+442
| New | +$44K | 0.02% | 217 |
|