Holistic Planning’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 | $1.04M | Buy |
5,362
+203
| +4% | +$39.4K | 0.3% | 63 |
|
|
2025
Q1 | $971K | Hold |
5,159
| – | – | 0.33% | 62 |
|
|
2024
Q4 | $955K | Buy |
5,159
+186
| +4% | +$34.4K | 0.35% | 55 |
|
|
2024
Q3 | $944K | Buy |
4,973
+544
| +12% | +$103K | 0.4% | 55 |
|
|
2024
Q2 | $793K | Hold |
4,429
| – | – | 0.61% | 47 |
|
|
2024
Q1 | $793K | Sell |
4,429
-249
| -5% | -$44.6K | 0.61% | 47 |
|
|
2023
Q4 | $773K | Buy |
+4,678
| New | +$773K | 0.65% | 43 |
|