Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $19K | Sell |
106
-2,129
| -95% | -$382K | 0.01% | 293 |
|
|
2024
Q3 | $424K | Sell |
2,235
-555
| -20% | -$105K | 0.12% | 156 |
|
|
2024
Q2 | $486K | Sell |
2,790
-399
| -13% | -$69.5K | 0.14% | 140 |
|
|
2024
Q1 | $571K | Sell |
3,189
-169
| -5% | -$30.3K | 0.17% | 121 |
|
|
2023
Q4 | $555K | Sell |
3,358
-171
| -5% | -$28.3K | 0.18% | 106 |
|
|
2023
Q3 | $536K | Buy |
+3,529
| New | +$536K | 0.19% | 101 |
|
|
2023
Q1 | $867K | Buy |
+5,696
| New | +$867K | 0.33% | 67 |
|
|
2022
Q4 | – | Sell |
-6,350
| Closed | -$863K | – | 717 |
|
|
2022
Q3 | $863K | Buy |
6,350
+2,379
| +60% | +$323K | 0.36% | 65 |
|
|
2022
Q2 | $576K | Buy |
3,971
+898
| +29% | +$130K | 0.26% | 94 |
|
|
2022
Q1 | $510K | Buy |
3,073
+8
| +0.3% | +$1.33K | 0.21% | 117 |
|
|
2021
Q4 | $515K | Buy |
+3,065
| New | +$515K | 0.19% | 126 |
|