IWM
IHT Wealth Management’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 | $4.97M | Sell |
25,573
-1,603
| -6% | -$311K | 0.14% | 152 |
|
|
2025
Q1 | $5.11M | Sell |
27,176
-829
| -3% | -$156K | 0.16% | 132 |
|
|
2024
Q4 | $5.18M | Sell |
28,005
-3,598
| -11% | -$666K | 0.17% | 122 |
|
|
2024
Q3 | $6M | Buy |
31,603
+3,709
| +13% | +$704K | 0.17% | 118 |
|
|
2024
Q2 | $4.87M | Sell |
27,894
-2,407
| -8% | -$420K | 0.18% | 110 |
|
|
2024
Q1 | $5.43M | Sell |
30,301
-1,049
| -3% | -$188K | 0.22% | 90 |
|
|
2023
Q4 | $5.18M | Sell |
31,350
-480
| -2% | -$79.3K | 0.23% | 92 |
|
|
2023
Q3 | $4.83M | Buy |
31,830
+472
| +2% | +$71.7K | 0.25% | 92 |
|
|
2023
Q2 | $4.95M | Sell |
31,358
-79
| -0.3% | -$12.5K | 0.26% | 83 |
|
|
2023
Q1 | $4.79M | Buy |
31,437
+76
| +0.2% | +$11.6K | 0.27% | 79 |
|
|
2022
Q4 | $4.76M | Sell |
31,361
-1,759
| -5% | -$267K | 0.3% | 78 |
|
|
2022
Q3 | $4.5M | Buy |
33,120
+4,317
| +15% | +$587K | 0.34% | 54 |
|
|
2022
Q2 | $4.18M | Sell |
28,803
-600
| -2% | -$87K | 0.37% | 49 |
|
|
2022
Q1 | $4.88M | Sell |
29,403
-812
| -3% | -$135K | 0.37% | 50 |
|
|
2021
Q4 | $5.07M | Sell |
30,215
-170
| -0.6% | -$28.5K | 0.37% | 50 |
|
|
2021
Q3 | $4.76M | Sell |
30,385
-241
| -0.8% | -$37.7K | 0.39% | 50 |
|
|
2021
Q2 | $4.86M | Sell |
30,626
-1,249
| -4% | -$198K | 0.31% | 64 |
|
|
2021
Q1 | $4.83M | Sell |
31,875
-421
| -1% | -$63.8K | 0.35% | 57 |
|
|
2020
Q4 | $4.42M | Buy |
32,296
+918
| +3% | +$126K | 0.37% | 51 |
|
|
2020
Q3 | $3.71M | Buy |
31,378
+599
| +2% | +$70.8K | 0.37% | 53 |
|
|
2020
Q2 | $3.47M | Sell |
30,779
-3,410
| -10% | -$384K | 0.47% | 40 |
|
|
2020
Q1 | $3.39M | Sell |
34,189
-3,017
| -8% | -$299K | 0.49% | 46 |
|
|
2019
Q4 | $5.08M | Sell |
37,206
-7,052
| -16% | -$962K | 0.6% | 25 |
|
|
2019
Q3 | $5.68M | Sell |
44,258
-4,913
| -10% | -$630K | 0.77% | 20 |
|
|
2019
Q2 | $6.26M | Buy |
49,171
+11,896
| +32% | +$1.51M | 0.91% | 18 |
|
|
2019
Q1 | $4.6M | Sell |
37,275
-5,209
| -12% | -$643K | 0.77% | 22 |
|
|
2018
Q4 | $4.72M | Buy |
42,484
+5,512
| +15% | +$612K | 0.91% | 20 |
|
|
2018
Q3 | $4.68M | Buy |
36,972
+609
| +2% | +$77.1K | 1.01% | 16 |
|
|
2018
Q2 | $4.41M | Sell |
36,363
-181
| -0.5% | -$22K | 1.13% | 11 |
|
|
2018
Q1 | $4.29M | Sell |
36,544
-4,333
| -11% | -$508K | 1.15% | 7 |
|
|
2017
Q4 | $5.17M | Buy |
40,877
+9,175
| +29% | +$1.16M | 1.37% | 5 |
|
|
2017
Q3 | $3.79M | Buy |
31,702
+30,151
| +1,944% | +$3.6M | 1.61% | 6 |
|
|
2017
Q2 | $44 | Hold |
1,551
| – | – | 0.02% | 531 |
|
|
2017
Q1 | $158K | Sell |
1,551
-34,581
| -96% | -$3.52M | 0.11% | 219 |
|
|
2016
Q4 | $4.08M | Buy |
+36,132
| New | +$4.08M | 3.08% | 2 |
|