HWM
Howard Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,283
| Closed | -$237K | – | 117 |
|
|
2024
Q4 | $237K | Buy |
1,283
+21
| +2% | +$3.89K | 0.13% | 105 |
|
|
2024
Q3 | $240K | Sell |
1,262
-24
| -2% | -$4.56K | 0.14% | 105 |
|
|
2024
Q2 | $224K | Buy |
1,286
+1
| +0.1% | +$175 | 0.18% | 91 |
|
|
2024
Q1 | $230K | Hold |
1,285
| – | – | 0.19% | 92 |
|
|
2023
Q4 | $212K | Buy |
+1,285
| New | +$212K | 0.18% | 96 |
|
|
2023
Q3 | – | Sell |
-1,310
| Closed | -$207K | – | 97 |
|
|
2023
Q2 | $207K | Sell |
1,310
-25
| -2% | -$3.95K | 0.18% | 98 |
|
|
2023
Q1 | $203K | Hold |
1,335
| – | – | 0.17% | 105 |
|
|
2022
Q4 | $202K | Buy |
+1,335
| New | +$202K | 0.17% | 110 |
|
|
2022
Q2 | – | Sell |
-1,435
| Closed | -$238K | – | 99 |
|
|
2022
Q1 | $238K | Hold |
1,435
| – | – | 0.13% | 114 |
|
|
2021
Q4 | $240K | Sell |
1,435
-75
| -5% | -$12.5K | 0.13% | 117 |
|
|
2021
Q3 | $236K | Hold |
1,510
| – | – | 0.13% | 114 |
|
|
2021
Q2 | $239K | Hold |
1,510
| – | – | 0.13% | 117 |
|
|
2021
Q1 | $228K | Hold |
1,510
| – | – | 0.13% | 116 |
|
|
2020
Q4 | $206K | Buy |
+1,510
| New | +$206K | 0.13% | 118 |
|
|
2020
Q1 | – | Sell |
-1,485
| Closed | -$202K | – | 298 |
|
|
2019
Q4 | $202K | Buy |
+1,485
| New | +$202K | 0.17% | 96 |
|