HUB Investment 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 | $1M | Sell |
5,160
-452
| -8% | -$87.8K | 0.03% | 253 |
|
|
2025
Q1 | $1.06M | Hold |
5,612
| – | – | 0.04% | 216 |
|
|
2024
Q4 | $1.04M | Sell |
5,612
-189
| -3% | -$35K | 0.04% | 206 |
|
|
2024
Q3 | $1.1M | Buy |
5,801
+6
| +0.1% | +$1.14K | 0.05% | 196 |
|
|
2024
Q2 | $1.01M | Buy |
5,795
+122
| +2% | +$21.3K | 0.04% | 184 |
|
|
2024
Q1 | $1.02M | Buy |
5,673
+1,442
| +34% | +$258K | 0.06% | 175 |
|
|
2023
Q4 | $699K | Buy |
4,231
+2,400
| +131% | +$397K | 0.05% | 191 |
|
|
2023
Q3 | $278K | Hold |
1,831
| – | – | 0.04% | 194 |
|
|
2023
Q2 | $289K | Sell |
1,831
-39
| -2% | -$6.16K | 0.05% | 188 |
|
|
2023
Q1 | $285K | Buy |
+1,870
| New | +$285K | 0.06% | 168 |
|