IC
IWD icon

Intersect Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

Intersect Capital’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		$1.67M Buy
11,501
+624
+6% +$90.4K 0.5% 42
2022
Q1 		$1.81M Sell
10,877
-298
-3% -$49.5K 0.35% 57
2021
Q4 		$1.88M Buy
11,175
+845
+8% +$142K 0.35% 58
2021
Q3 		$1.62M Buy
10,330
+110
+1% +$17.2K 0.28% 69
2021
Q2 		$1.62M Buy
10,220
+719
+8% +$114K 0.29% 67
2021
Q1 		$1.44M Buy
9,501
+3,602
+61% +$546K 0.29% 66
2020
Q4 		$807K Sell
5,899
-8
-0.1% -$1.09K 0.18% 95
2020
Q3 		$698K Buy
5,907
+24
+0.4% +$2.84K 0.19% 89
2020
Q2 		$662K Buy
5,883
+408
+7% +$45.9K 0.21% 78
2020
Q1 		$543K Buy
5,475
+266
+5% +$26.4K 0.22% 80
2019
Q4 		$711K Buy
5,209
+59
+1% +$8.05K 0.24% 74
2019
Q3 		$661K Hold
5,150
– – 0.25% 73
2019
Q2 		$655K Buy
5,150
+21
+0.4% +$2.67K 0.25% 72
2019
Q1 		$633K Buy
5,129
+801
+19% +$98.9K 0.27% 69
2018
Q4 		$481K Buy
4,328
+43
+1% +$4.78K 0.23% 75
2018
Q3 		$543K Buy
4,285
+488
+13% +$61.8K 0.24% 73
2018
Q2 		$461K Sell
3,797
-179
-5% -$21.7K 0.22% 76
2018
Q1 		$477K Buy
3,976
+1,115
+39% +$134K 0.25% 71
2017
Q4 		$356K Buy
2,861
+993
+53% +$124K 0.19% 89
2017
Q3 		$221K Buy
1,868
+1
+0.1% +$118 0.13% 106
2017
Q2 		$217K Sell
1,867
-678
-27% -$78.8K 0.13% 101
2017
Q1 		$293K Sell
2,545
-244
-9% -$28.1K 0.26% 72
2016
Q4 		$312K Buy
+2,789
New +$312K 0.23% 80
2015
Q2 		– Sell
-778
Closed -$81K – 232
2015
Q1 		$81K Buy
778
+40
+5% +$4.17K 0.06% 137
2014
Q4 		$77K Buy
+738
New +$77K 0.06% 148