Integrity Financial’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 | $11.3K | Hold |
58
| – | – | 0.01% | 242 |
|
|
2025
Q1 | $10.9K | Hold |
58
| – | – | 0.01% | 228 |
|
|
2024
Q4 | $10.7K | Hold |
58
| – | – | 0.01% | 211 |
|
|
2024
Q3 | $11K | Hold |
58
| – | – | 0.01% | 188 |
|
|
2024
Q2 | $10.1K | Hold |
58
| – | – | 0.01% | 185 |
|
|
2024
Q1 | $10.4K | Hold |
58
| – | – | 0.01% | 177 |
|
|
2023
Q4 | $9.59K | Hold |
58
| – | – | 0.01% | 167 |
|
|
2023
Q3 | $8.81K | Sell |
58
-100
| -63% | -$15.2K | 0.01% | 180 |
|
|
2023
Q2 | $24.9K | Hold |
158
| – | – | 0.02% | 149 |
|
|
2023
Q1 | $24.1K | Buy |
158
+98
| +163% | +$14.9K | 0.02% | 152 |
|
|
2022
Q4 | $9.1K | Hold |
60
| – | – | 0.01% | 161 |
|
|
2022
Q3 | $8K | Hold |
60
| – | – | 0.01% | 161 |
|
|
2022
Q2 | $9K | Hold |
60
| – | – | 0.01% | 168 |
|
|
2022
Q1 | $10K | Hold |
60
| – | – | 0.01% | 158 |
|
|
2021
Q4 | $10K | Buy |
+60
| New | +$10K | 0.01% | 163 |
|