Integris Wealth Management’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 | $369K | Hold |
1,900
| – | – | 0.1% | 76 |
|
|
2025
Q1 | $358K | Hold |
1,900
| – | – | 0.1% | 72 |
|
|
2024
Q4 | $352K | Hold |
1,900
| – | – | 0.1% | 72 |
|
|
2024
Q3 | $361K | Hold |
1,900
| – | – | 0.1% | 67 |
|
|
2024
Q2 | $331K | Hold |
1,900
| – | – | 0.1% | 67 |
|
|
2024
Q1 | $340K | Hold |
1,900
| – | – | 0.09% | 64 |
|
|
2023
Q4 | $314K | Hold |
1,900
| – | – | 0.09% | 68 |
|
|
2023
Q3 | $288K | Sell |
1,900
-72
| -4% | -$10.9K | 0.09% | 69 |
|
|
2023
Q2 | $311K | Buy |
1,972
+72
| +4% | +$11.4K | 0.11% | 61 |
|
|
2023
Q1 | $289K | Buy |
+1,900
| New | +$289K | 0.11% | 63 |
|