HighMark Wealth Management’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 | $11.9K | Buy |
+61
| New | +$11.9K | 0.01% | 284 |
|
|
2021
Q2 | – | Sell |
-30
| Closed | -$5K | – | 515 |
|
|
2021
Q1 | $5K | Hold |
30
| – | – | ﹤0.01% | 338 |
|
|
2020
Q4 | $4K | Sell |
30
-132
| -81% | -$17.6K | ﹤0.01% | 356 |
|
|
2020
Q3 | $19K | Hold |
162
| – | – | 0.02% | 173 |
|
|
2020
Q2 | $18K | Hold |
162
| – | – | 0.02% | 142 |
|
|
2020
Q1 | $16K | Buy |
162
+1
| +0.6% | +$99 | 0.02% | 121 |
|
|
2019
Q4 | $22K | Buy |
+161
| New | +$22K | 0.02% | 126 |
|