Hollow Brook 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 | $421K | Hold |
2,170
| – | – | 0.12% | 66 |
|
|
2025
Q1 | $408K | Hold |
2,170
| – | – | 0.12% | 65 |
|
|
2024
Q4 | $402K | Hold |
2,170
| – | – | 0.12% | 67 |
|
|
2024
Q3 | $412K | Buy |
+2,170
| New | +$412K | 0.12% | 70 |
|
|
2020
Q1 | – | Sell |
-1,560
| Closed | -$213K | – | 50 |
|
|
2019
Q4 | $213K | Buy |
+1,560
| New | +$213K | 0.11% | 55 |
|