IFPG
Intrepid Financial Planning Group’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 | $2.2M | Sell |
11,324
-6
| -0.1% | -$1.17K | 0.92% | 26 |
|
|
2025
Q1 | $2.13M | Sell |
11,330
-574
| -5% | -$108K | 0.99% | 26 |
|
|
2024
Q4 | $2.2M | Sell |
11,904
-346
| -3% | -$64.1K | 0.93% | 27 |
|
|
2024
Q3 | $2.33M | Sell |
12,250
-250
| -2% | -$47.5K | 1% | 24 |
|
|
2024
Q2 | $2.18M | Sell |
12,500
-95
| -0.8% | -$16.6K | 0.94% | 24 |
|
|
2024
Q1 | $2.26M | Sell |
12,595
-37
| -0.3% | -$6.63K | 0.97% | 27 |
|
|
2023
Q4 | $2.09M | Sell |
12,632
-333
| -3% | -$55K | 1% | 28 |
|
|
2023
Q3 | $1.97M | Sell |
12,965
-110
| -0.8% | -$16.7K | 1.02% | 26 |
|
|
2023
Q2 | $2.06M | Sell |
13,075
-42
| -0.3% | -$6.63K | 0.99% | 27 |
|
|
2023
Q1 | $2M | Sell |
13,117
-580
| -4% | -$88.3K | 1.01% | 28 |
|
|
2022
Q4 | $2.08M | Sell |
13,697
-323
| -2% | -$49K | 1.13% | 24 |
|
|
2022
Q3 | $1.91M | Sell |
14,020
-319
| -2% | -$43.4K | 1.08% | 26 |
|
|
2022
Q2 | $2.08M | Buy |
+14,339
| New | +$2.08M | 1.14% | 26 |
|