Ignite Planners’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 | – | Sell |
-1,741
| Closed | -$317K | – | 363 |
|
2025
Q1 | $317K | Buy |
1,741
+28
| +2% | +$5.1K | 0.06% | 258 |
|
2024
Q4 | $319K | Sell |
1,713
-36
| -2% | -$6.71K | 0.07% | 226 |
|
2024
Q3 | $332K | Sell |
1,749
-473
| -21% | -$89.8K | 0.08% | 211 |
|
2024
Q2 | $386K | Buy |
+2,222
| New | +$386K | 0.09% | 185 |
|
2022
Q2 | – | Sell |
-2,540
| Closed | -$411K | – | 175 |
|
2022
Q1 | $411K | Buy |
+2,540
| New | +$411K | 0.28% | 103 |
|