IA
Insight Advisors’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 | $484K | Buy |
2,490
+5
| +0.2% | +$971 | 0.08% | 156 |
|
|
2025
Q1 | $468K | Sell |
2,485
-48
| -2% | -$9.04K | 0.08% | 154 |
|
|
2024
Q4 | $468K | Buy |
2,533
+7
| +0.3% | +$1.29K | 0.08% | 158 |
|
|
2024
Q3 | $479K | Buy |
2,526
+11
| +0.4% | +$2.09K | 0.08% | 164 |
|
|
2024
Q2 | $439K | Sell |
2,515
-31
| -1% | -$5.41K | 0.08% | 169 |
|
|
2024
Q1 | $456K | Hold |
2,546
| – | – | 0.09% | 171 |
|
|
2023
Q4 | $421K | Sell |
2,546
-128
| -5% | -$21.2K | 0.09% | 167 |
|
|
2023
Q3 | $406K | Hold |
2,674
| – | – | 0.09% | 160 |
|
|
2023
Q2 | $422K | Sell |
2,674
-107
| -4% | -$16.9K | 0.09% | 163 |
|
|
2023
Q1 | $423K | Sell |
2,781
-100
| -3% | -$15.2K | 0.1% | 175 |
|
|
2022
Q4 | $437K | Buy |
2,881
+13
| +0.5% | +$1.97K | 0.15% | 182 |
|
|
2022
Q3 | $390K | Buy |
2,868
+15
| +0.5% | +$2.04K | 0.15% | 176 |
|
|
2022
Q2 | $439K | Buy |
2,853
+59
| +2% | +$9.08K | 0.15% | 170 |
|
|
2022
Q1 | $464K | Sell |
2,794
-139
| -5% | -$23.1K | 0.14% | 186 |
|
|
2021
Q4 | $493K | Hold |
2,933
| – | – | 0.15% | 172 |
|
|
2021
Q3 | $487K | Buy |
2,933
+67
| +2% | +$11.1K | 0.15% | 177 |
|
|
2021
Q2 | $457K | Buy |
2,866
+107
| +4% | +$17.1K | 0.14% | 188 |
|
|
2021
Q1 | $435K | Sell |
2,759
-328
| -11% | -$51.7K | 0.14% | 192 |
|
|
2020
Q4 | $422K | Buy |
+3,087
| New | +$422K | 0.16% | 168 |
|