Integrated Advisors Network’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 | $454K | Sell |
2,337
-4,257
| -65% | -$827K | 0.02% | 510 |
|
|
2025
Q1 | $1.24M | Sell |
6,594
-9,136
| -58% | -$1.72M | 0.06% | 283 |
|
|
2024
Q4 | $2.91M | Buy |
15,730
+11,344
| +259% | +$2.1M | 0.14% | 165 |
|
|
2024
Q3 | $832K | Buy |
4,386
+17
| +0.4% | +$3.23K | 0.04% | 350 |
|
|
2024
Q2 | $762K | Sell |
4,369
-3,317
| -43% | -$579K | 0.04% | 342 |
|
|
2024
Q1 | $1.38M | Buy |
7,686
+1,965
| +34% | +$352K | 0.07% | 251 |
|
|
2023
Q4 | $945K | Buy |
5,721
+2,165
| +61% | +$358K | 0.05% | 302 |
|
|
2023
Q3 | $540K | Sell |
3,556
-53
| -1% | -$8.05K | 0.03% | 390 |
|
|
2023
Q2 | $570K | Sell |
3,609
-318
| -8% | -$50.2K | 0.03% | 399 |
|
|
2023
Q1 | $598K | Sell |
3,927
-697
| -15% | -$106K | 0.04% | 385 |
|
|
2022
Q4 | $701K | Buy |
4,624
+283
| +7% | +$42.9K | 0.05% | 354 |
|
|
2022
Q3 | $590K | Buy |
4,341
+150
| +4% | +$20.4K | 0.04% | 362 |
|
|
2022
Q2 | $608K | Sell |
4,191
-1,447
| -26% | -$210K | 0.04% | 375 |
|
|
2022
Q1 | $936K | Sell |
5,638
-2,370
| -30% | -$393K | 0.05% | 320 |
|
|
2021
Q4 | $1.35M | Sell |
8,008
-1,870
| -19% | -$314K | 0.08% | 222 |
|
|
2021
Q3 | $1.55M | Buy |
9,878
+1,120
| +13% | +$175K | 0.1% | 192 |
|
|
2021
Q2 | $1.39M | Buy |
8,758
+776
| +10% | +$123K | 0.1% | 187 |
|
|
2021
Q1 | $1.21M | Buy |
7,982
+712
| +10% | +$108K | 0.11% | 185 |
|
|
2020
Q4 | $994K | Buy |
7,270
+5,301
| +269% | +$725K | 0.11% | 198 |
|
|
2020
Q3 | $233K | Sell |
1,969
-10,570
| -84% | -$1.25M | 0.03% | 391 |
|
|
2020
Q2 | $1.41M | Buy |
12,539
+10,030
| +400% | +$1.13M | 0.17% | 154 |
|
|
2020
Q1 | $249K | Sell |
2,509
-2,280
| -48% | -$226K | 0.05% | 304 |
|
|
2019
Q4 | $654K | Buy |
+4,789
| New | +$654K | 0.09% | 213 |
|