Hoge Financial Services’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 | $837K | Sell |
4,311
-182
| -4% | -$35.3K | 0.52% | 22 |
|
|
2025
Q1 | $845K | Buy |
4,493
+19
| +0.4% | +$3.58K | 0.59% | 22 |
|
|
2024
Q4 | $828K | Buy |
4,474
+24
| +0.5% | +$4.44K | 0.61% | 22 |
|
|
2024
Q3 | $845K | Buy |
4,450
+23
| +0.5% | +$4.37K | 0.64% | 21 |
|
|
2024
Q2 | $772K | Buy |
4,427
+18
| +0.4% | +$3.14K | 0.63% | 21 |
|
|
2024
Q1 | $790K | Buy |
+4,409
| New | +$790K | 0.64% | 19 |
|