Iams Wealth Management’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
Q1 | – | Sell |
-2,956
| Closed | -$547K | – | 165 |
|
|
2024
Q4 | $547K | Sell |
2,956
-584
| -16% | -$108K | 0.25% | 101 |
|
|
2024
Q3 | $672K | Buy |
3,540
+105
| +3% | +$19.9K | 0.33% | 83 |
|
|
2024
Q2 | $599K | Sell |
3,435
-807
| -19% | -$141K | 0.33% | 85 |
|
|
2024
Q1 | $724K | Buy |
+4,242
| New | +$724K | 0.44% | 66 |
|
|
2023
Q4 | – | Sell |
-6,118
| Closed | -$929K | – | 117 |
|
|
2023
Q3 | $929K | Buy |
+6,118
| New | +$929K | 0.64% | 54 |
|
|
2023
Q2 | – | Sell |
-6,502
| Closed | -$978K | – | 82 |
|
|
2023
Q1 | $978K | Buy |
+6,502
| New | +$978K | 0.81% | 38 |
|