IWS
Insight Wealth Strategies’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 | $220K | Buy |
1,121
+1
| +0.1% | +$196 | 0.03% | 164 |
|
|
2025
Q1 | $211K | Buy |
1,120
+1
| +0.1% | +$188 | 0.03% | 153 |
|
|
2024
Q4 | $207K | Buy |
1,119
+1
| +0.1% | +$185 | 0.03% | 150 |
|
|
2024
Q3 | $212K | Buy |
+1,118
| New | +$212K | 0.03% | 155 |
|
|
2023
Q3 | – | Sell |
-1,309
| Closed | -$207K | – | 145 |
|
|
2023
Q2 | $207K | Buy |
+1,309
| New | +$207K | 0.04% | 133 |
|
|
2022
Q2 | – | Sell |
-1,306
| Closed | -$217K | – | 154 |
|
|
2022
Q1 | $217K | Sell |
1,306
-6
| -0.5% | -$997 | 0.03% | 151 |
|
|
2021
Q4 | $220K | Sell |
1,312
-105
| -7% | -$17.6K | 0.03% | 145 |
|
|
2021
Q3 | $222K | Buy |
1,417
+3
| +0.2% | +$470 | 0.03% | 179 |
|
|
2021
Q2 | $224K | Sell |
1,414
-239
| -14% | -$37.9K | 0.03% | 173 |
|
|
2021
Q1 | $251K | Buy |
1,653
+2
| +0.1% | +$304 | 0.03% | 194 |
|
|
2020
Q4 | $226K | Buy |
+1,651
| New | +$226K | 0.04% | 205 |
|
|
2020
Q2 | – | Sell |
-3,052
| Closed | -$303K | – | 177 |
|
|
2020
Q1 | $303K | Sell |
3,052
-1,245
| -29% | -$124K | 0.08% | 111 |
|
|
2019
Q4 | $586K | Sell |
4,297
-129
| -3% | -$17.6K | 0.12% | 110 |
|
|
2019
Q3 | $568K | Buy |
4,426
+205
| +5% | +$26.3K | 0.13% | 101 |
|
|
2019
Q2 | $537K | Buy |
4,221
+193
| +5% | +$24.6K | 0.13% | 98 |
|
|
2019
Q1 | $497K | Buy |
+4,028
| New | +$497K | 0.14% | 92 |
|