Icon Wealth Advisors’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 | $3.31M | Buy |
17,052
+20
| +0.1% | +$3.89K | 0.24% | 76 |
|
|
2025
Q1 | $3.2M | Buy |
17,032
+2,765
| +19% | +$520K | 0.26% | 71 |
|
|
2024
Q4 | $2.64M | Sell |
14,267
-24
| -0.2% | -$4.44K | 0.22% | 83 |
|
|
2024
Q3 | $2.71M | Buy |
14,291
+9
| +0.1% | +$1.71K | 0.23% | 79 |
|
|
2024
Q2 | $2.62M | Sell |
14,282
-207
| -1% | -$38K | 0.23% | 78 |
|
|
2024
Q1 | $2.6M | Buy |
14,489
+7
| +0% | +$1.25K | 0.24% | 78 |
|
|
2023
Q4 | $2.39M | Buy |
+14,482
| New | +$2.39M | 0.25% | 80 |
|
|
2022
Q4 | $2.46M | Hold |
16,189
| – | – | 0.28% | 83 |
|
|
2022
Q3 | $2.2M | Buy |
+16,189
| New | +$2.2M | 0.27% | 89 |
|