High Falls 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 | $401K | Buy |
2,064
+537
| +35% | +$104K | 0.09% | 78 |
|
|
2025
Q1 | $287K | Buy |
+1,527
| New | +$287K | 0.07% | 96 |
|
|
2016
Q3 | – | Sell |
-1,533
| Closed | -$150K | – | 106 |
|
|
2016
Q2 | $150K | Hold |
1,533
| – | – | 0.04% | 88 |
|
|
2016
Q1 | $151K | Hold |
1,533
| – | – | 0.05% | 95 |
|
|
2015
Q4 | $150K | Buy |
+1,533
| New | +$150K | 0.04% | 88 |
|