HNWAG
High Net Worth Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Hold |
1,101
| – | – | 0.06% | 218 |
|
|
2025
Q1 | $207K | Hold |
1,101
| – | – | 0.06% | 207 |
|
|
2024
Q4 | $204K | Sell |
1,101
-28
| -2% | -$5.18K | 0.06% | 214 |
|
|
2024
Q3 | $214K | Sell |
1,129
-30
| -3% | -$5.69K | 0.06% | 210 |
|
|
2024
Q2 | $202K | Hold |
1,159
| – | – | 0.06% | 211 |
|
|
2024
Q1 | $208K | Buy |
+1,159
| New | +$208K | 0.07% | 206 |
|
|
2023
Q1 | – | Sell |
-1,141
| Closed | -$173K | – | 385 |
|
|
2022
Q4 | $173K | Buy |
1,141
+197
| +21% | +$29.9K | 0.07% | 199 |
|
|
2022
Q3 | $128K | Sell |
944
-5
| -0.5% | -$678 | 0.05% | 215 |
|
|
2022
Q2 | $138K | Sell |
949
-62
| -6% | -$9.02K | 0.06% | 214 |
|
|
2022
Q1 | $168K | Sell |
1,011
-2,567
| -72% | -$427K | 0.06% | 203 |
|
|
2021
Q4 | $601K | Buy |
+3,578
| New | +$601K | 0.21% | 97 |
|