Insigneo Advisory Services’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 | $1.55M | Buy |
7,963
+966
| +14% | +$188K | 0.13% | 135 |
|
|
2025
Q1 | $1.32M | Sell |
6,997
-724
| -9% | -$136K | 0.14% | 141 |
|
|
2024
Q4 | $1.43M | Buy |
7,721
+5,062
| +190% | +$937K | 0.15% | 129 |
|
|
2024
Q3 | $505K | Sell |
2,659
-105
| -4% | -$19.9K | 0.05% | 313 |
|
|
2024
Q2 | $481K | Sell |
2,764
-425
| -13% | -$74K | 0.05% | 305 |
|
|
2024
Q1 | $571K | Buy |
3,189
+266
| +9% | +$47.6K | 0.07% | 240 |
|
|
2023
Q4 | $483K | Sell |
2,923
-372
| -11% | -$61.5K | 0.07% | 245 |
|
|
2023
Q3 | $504K | Sell |
3,295
-216
| -6% | -$33K | 0.1% | 185 |
|
|
2023
Q2 | $554K | Buy |
3,511
+1,202
| +52% | +$190K | 0.11% | 177 |
|
|
2023
Q1 | $352K | Sell |
2,309
-12
| -0.5% | -$1.83K | 0.11% | 185 |
|
|
2022
Q4 | $352K | Buy |
+2,321
| New | +$352K | 0.13% | 168 |
|