IWA
Inspirion Wealth 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 | $201K | Buy |
+1,034
| New | +$201K | 0.03% | 149 |
|
|
2024
Q3 | – | Sell |
-1,936
| Closed | -$338K | – | 155 |
|
|
2024
Q2 | $338K | Hold |
1,936
| – | – | 0.05% | 111 |
|
|
2024
Q1 | $347K | Hold |
1,936
| – | – | 0.06% | 109 |
|
|
2023
Q4 | $321K | Buy |
1,936
+51
| +3% | +$8.46K | 0.06% | 107 |
|
|
2023
Q3 | $286K | Hold |
1,885
| – | – | 0.06% | 112 |
|
|
2023
Q2 | $298K | Hold |
1,885
| – | – | 0.06% | 110 |
|
|
2023
Q1 | $287K | Hold |
1,885
| – | – | 0.06% | 108 |
|
|
2022
Q4 | $286K | Sell |
1,885
-106
| -5% | -$16.1K | 0.06% | 102 |
|
|
2022
Q3 | $271K | Buy |
1,991
+1
| +0.1% | +$136 | 0.06% | 99 |
|
|
2022
Q2 | $288K | Hold |
1,990
| – | – | 0.06% | 102 |
|
|
2022
Q1 | $330K | Sell |
1,990
-8
| -0.4% | -$1.33K | 0.07% | 84 |
|
|
2021
Q4 | $336K | Buy |
+1,998
| New | +$336K | 0.07% | 79 |
|