HT Partners’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 | $451K | Hold |
2,322
| – | – | 0.14% | 34 |
|
|
2025
Q1 | $437K | Hold |
2,322
| – | – | 0.15% | 33 |
|
|
2024
Q4 | $430K | Hold |
2,322
| – | – | 0.15% | 32 |
|
|
2024
Q3 | $441K | Hold |
2,322
| – | – | 0.16% | 31 |
|
|
2024
Q2 | $405K | Hold |
2,322
| – | – | 0.14% | 31 |
|
|
2024
Q1 | $416K | Hold |
2,322
| – | – | 0.15% | 33 |
|
|
2023
Q4 | $384K | Hold |
2,322
| – | – | 0.15% | 33 |
|
|
2023
Q3 | $353K | Hold |
2,322
| – | – | 0.11% | 34 |
|
|
2023
Q2 | $366K | Hold |
2,322
| – | – | 0.11% | 36 |
|
|
2023
Q1 | $354K | Hold |
2,322
| – | – | 0.1% | 35 |
|
|
2022
Q4 | $352K | Hold |
2,322
| – | – | 0.12% | 32 |
|
|
2022
Q3 | $316K | Hold |
2,322
| – | – | 0.13% | 32 |
|
|
2022
Q2 | $337K | Hold |
2,322
| – | – | 0.13% | 32 |
|
|
2022
Q1 | $385K | Hold |
2,322
| – | – | 0.12% | 34 |
|
|
2021
Q4 | $390K | Hold |
2,322
| – | – | 0.11% | 35 |
|
|
2021
Q3 | $363K | Hold |
2,322
| – | – | 0.11% | 31 |
|
|
2021
Q2 | $368K | Hold |
2,322
| – | – | 0.11% | 31 |
|
|
2021
Q1 | $352K | Hold |
2,322
| – | – | 0.12% | 31 |
|
|
2020
Q4 | $317K | Buy |
+2,322
| New | +$317K | 0.11% | 33 |
|