IAG Wealth 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 | $171K | Hold |
879
| – | – | 0.02% | 118 |
|
|
2025
Q1 | $165K | Hold |
879
| – | – | 0.03% | 114 |
|
|
2024
Q4 | $163K | Hold |
879
| – | – | 0.03% | 105 |
|
|
2024
Q3 | $167K | Buy |
879
+460
| +110% | +$87.3K | 0.03% | 102 |
|
|
2024
Q2 | $73.1K | Hold |
419
| – | – | 0.01% | 149 |
|
|
2024
Q1 | $75K | Hold |
419
| – | – | 0.02% | 135 |
|
|
2023
Q4 | $69.2K | Hold |
419
| – | – | 0.02% | 131 |
|
|
2023
Q3 | $63.6K | Hold |
419
| – | – | 0.02% | 129 |
|
|
2023
Q2 | $66.1K | Hold |
419
| – | – | 0.02% | 140 |
|
|
2023
Q1 | $63.8K | Sell |
419
-10
| -2% | -$1.52K | 0.02% | 127 |
|
|
2022
Q4 | $65.1K | Buy |
429
+10
| +2% | +$1.52K | 0.02% | 122 |
|
|
2022
Q3 | $57K | Hold |
419
| – | – | 0.02% | 114 |
|
|
2022
Q2 | $61K | Hold |
419
| – | – | 0.02% | 112 |
|
|
2022
Q1 | $70K | Sell |
419
-88
| -17% | -$14.7K | 0.02% | 114 |
|
|
2021
Q4 | $85K | Sell |
507
-38
| -7% | -$6.37K | 0.03% | 100 |
|
|
2021
Q3 | $86K | Hold |
545
| – | – | 0.03% | 83 |
|
|
2021
Q2 | $87K | Hold |
545
| – | – | 0.03% | 79 |
|
|
2021
Q1 | $83K | Hold |
545
| – | – | 0.03% | 77 |
|
|
2020
Q4 | $75K | Hold |
545
| – | – | 0.03% | 86 |
|
|
2020
Q3 | $65K | Hold |
545
| – | – | 0.03% | 93 |
|
|
2020
Q2 | $62K | Hold |
545
| – | – | 0.03% | 92 |
|
|
2020
Q1 | $55K | Hold |
545
| – | – | 0.04% | 89 |
|
|
2019
Q4 | $75K | Buy |
+545
| New | +$75K | 0.05% | 85 |
|