IFS 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 | $74.4K | Hold |
383
| – | – | 0.06% | 29 |
|
|
2025
Q1 | $72.1K | Hold |
383
| – | – | 0.06% | 37 |
|
|
2024
Q4 | $70.9K | Hold |
383
| – | – | 0.06% | 35 |
|
|
2024
Q3 | $72.7K | Hold |
383
| – | – | 0.06% | 24 |
|
|
2024
Q2 | $66.8K | Hold |
383
| – | – | 0.06% | 24 |
|
|
2024
Q1 | $68.6K | Hold |
383
| – | – | 0.06% | 23 |
|
|
2023
Q4 | $63.3K | Hold |
383
| – | – | 0.08% | 22 |
|
|
2023
Q3 | $58.1K | Hold |
383
| – | – | 0.11% | 22 |
|
|
2023
Q2 | $60.4K | Hold |
383
| – | – | 0.15% | 19 |
|
|
2023
Q1 | $58.3K | Hold |
383
| – | – | 0.24% | 19 |
|
|
2022
Q4 | $58.1K | Hold |
383
| – | – | 0.1% | 22 |
|
|
2022
Q3 | $52K | Hold |
383
| – | – | 0.1% | 21 |
|
|
2022
Q2 | $55K | Hold |
383
| – | – | 0.15% | 21 |
|
|
2022
Q1 | $63K | Hold |
383
| – | – | 0.06% | 22 |
|
|
2021
Q4 | $64K | Buy |
+383
| New | +$64K | 0.05% | 33 |
|
|
2021
Q1 | – | Sell |
-383
| Closed | -$52K | – | 81 |
|
|
2020
Q4 | $52K | Buy |
+383
| New | +$52K | 0.04% | 45 |
|