Independent Family Office’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 | $17M | Buy |
87,276
+1,212
| +1% | +$235K | 7.86% | 4 |
|
|
2025
Q1 | $16.2M | Buy |
86,064
+788
| +0.9% | +$148K | 8.52% | 4 |
|
|
2024
Q4 | $15.8M | Buy |
85,276
+3,250
| +4% | +$602K | 8.2% | 4 |
|
|
2024
Q3 | $15.6M | Buy |
82,026
+2,119
| +3% | +$402K | 7.81% | 4 |
|
|
2024
Q2 | $13.9M | Sell |
79,907
-2,648
| -3% | -$462K | 7.95% | 4 |
|
|
2024
Q1 | $14.8M | Hold |
82,555
| – | – | 7.94% | 4 |
|
|
2023
Q4 | $13.6M | Sell |
82,555
-4,207
| -5% | -$695K | 7.72% | 4 |
|
|
2023
Q3 | $13.2M | Buy |
86,762
+750
| +0.9% | +$114K | 8.23% | 4 |
|
|
2023
Q2 | $13.6M | Sell |
86,012
-1,233
| -1% | -$195K | 8.22% | 4 |
|
|
2023
Q1 | $13.3M | Buy |
87,245
+1,141
| +1% | +$174K | 7.66% | 4 |
|
|
2022
Q4 | $13.1M | Buy |
86,104
+17,525
| +26% | +$2.66M | 7.84% | 4 |
|
|
2022
Q3 | $9.33M | Sell |
68,579
-5,703
| -8% | -$776K | 4.6% | 5 |
|
|
2022
Q2 | $10.8K | Buy |
74,282
+5,068
| +7% | +$735 | 5.31% | 3 |
|
|
2022
Q1 | $11.5M | Buy |
69,214
+2,021
| +3% | +$335K | 3.76% | 3 |
|
|
2021
Q4 | $11.3M | Buy |
67,193
+425
| +0.6% | +$71.4K | 4.26% | 3 |
|
|
2021
Q3 | $10.5M | Sell |
66,768
-175
| -0.3% | -$27.4K | 4.29% | 4 |
|
|
2021
Q2 | $10.6M | Sell |
66,943
-5,036
| -7% | -$799K | 4.14% | 4 |
|
|
2021
Q1 | $10.9M | Buy |
71,979
+844
| +1% | +$128K | 4.28% | 4 |
|
|
2020
Q4 | $9.73M | Buy |
71,135
+630
| +0.9% | +$86.1K | 4.06% | 5 |
|
|
2020
Q3 | $8.33M | Buy |
70,505
+65
| +0.1% | +$7.68K | 3.95% | 4 |
|
|
2020
Q2 | $7.93M | Buy |
70,440
+4,681
| +7% | +$527K | 4.11% | 4 |
|
|
2020
Q1 | $6.52M | Buy |
65,759
+702
| +1% | +$69.6K | 4.06% | 5 |
|
|
2019
Q4 | $8.88M | Buy |
+65,057
| New | +$8.88M | 5.57% | 3 |
|