IA
IFG Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
1,572
-306
| -16% | -$59.4K | 0.05% | 127 |
|
|
2025
Q1 | $353K | Sell |
1,878
-1
| -0.1% | -$188 | 0.07% | 109 |
|
|
2024
Q4 | $348K | Sell |
1,879
-3
| -0.2% | -$555 | 0.07% | 107 |
|
|
2024
Q3 | $357K | Buy |
1,882
+21
| +1% | +$3.99K | 0.08% | 99 |
|
|
2024
Q2 | $325K | Sell |
1,861
-50
| -3% | -$8.72K | 0.08% | 100 |
|
|
2024
Q1 | $342K | Buy |
1,911
+683
| +56% | +$122K | 0.09% | 94 |
|
|
2023
Q4 | $203K | Buy |
+1,228
| New | +$203K | 0.06% | 119 |
|