Horizons 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 | $4.86K | Hold |
25
| – | – | ﹤0.01% | 154 |
|
|
2025
Q1 | $4.7K | Hold |
25
| – | – | ﹤0.01% | 153 |
|
|
2024
Q4 | $4.63K | Sell |
25
-34
| -58% | -$6.29K | ﹤0.01% | 145 |
|
|
2024
Q3 | $11.2K | Hold |
59
| – | – | 0.01% | 130 |
|
|
2024
Q2 | $10.6K | Sell |
59
-230
| -80% | -$41.4K | 0.01% | 131 |
|
|
2024
Q1 | $47.8K | Hold |
289
| – | – | 0.03% | 94 |
|
|
2023
Q4 | $47.8K | Hold |
289
| – | – | 0.03% | 94 |
|
|
2023
Q3 | $43.9K | Hold |
289
| – | – | 0.03% | 94 |
|
|
2023
Q2 | $45.6K | Buy |
289
+40
| +16% | +$6.31K | 0.03% | 99 |
|
|
2023
Q1 | $37.9K | Buy |
249
+215
| +632% | +$32.7K | 0.03% | 98 |
|
|
2022
Q4 | $5K | Hold |
34
| – | – | ﹤0.01% | 139 |
|
|
2022
Q3 | $5K | Hold |
34
| – | – | ﹤0.01% | 130 |
|
|
2022
Q2 | $5K | Buy |
+34
| New | +$5K | ﹤0.01% | 139 |
|