Horst & Graben 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 | $268K | Buy |
1,379
+19
| +1% | +$3.69K | 0.04% | 140 |
|
|
2025
Q1 | $256K | Sell |
1,360
-60
| -4% | -$11.3K | 0.05% | 130 |
|
|
2024
Q4 | $263K | Sell |
1,420
-143
| -9% | -$26.5K | 0.05% | 128 |
|
|
2024
Q3 | $297K | Buy |
1,563
+191
| +14% | +$36.3K | 0.05% | 117 |
|
|
2024
Q2 | $239K | Sell |
1,372
-2
| -0.1% | -$349 | 0.05% | 129 |
|
|
2024
Q1 | $246K | Sell |
1,374
-169
| -11% | -$30.3K | 0.05% | 126 |
|
|
2023
Q4 | $255K | Buy |
+1,543
| New | +$255K | 0.06% | 115 |
|