Inscription Capital’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 | $333K | Buy |
1,717
+205
| +14% | +$39.8K | 0.05% | 328 |
|
|
2025
Q1 | $271K | Buy |
+1,512
| New | +$271K | 0.04% | 265 |
|
|
2024
Q3 | $288K | Hold |
1,519
| – | – | 0.04% | 281 |
|
|
2024
Q2 | $265K | Buy |
1,519
+7
| +0.5% | +$1.22K | 0.04% | 272 |
|
|
2024
Q1 | $271K | Buy |
+1,512
| New | +$271K | 0.04% | 265 |
|
|
2021
Q3 | – | Sell |
-2,057
| Closed | -$326K | – | 306 |
|
|
2021
Q2 | $326K | Buy |
+2,057
| New | +$326K | 0.04% | 241 |
|
|
2019
Q2 | – | Sell |
-53
| Closed | -$7K | – | 174 |
|
|
2019
Q1 | $7K | Hold |
53
| – | – | ﹤0.01% | 242 |
|
|
2018
Q4 | $6K | Buy |
+53
| New | +$6K | ﹤0.01% | 269 |
|