Investment Advisory Group’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 | $1.07M | Buy |
5,519
+31
| +0.6% | +$6.02K | 0.32% | 63 |
|
|
2025
Q1 | $1.03M | Hold |
5,488
| – | – | 0.35% | 61 |
|
|
2024
Q4 | $1.02M | Buy |
5,488
+41
| +0.8% | +$7.59K | 0.34% | 63 |
|
|
2024
Q3 | $1.03M | Hold |
5,447
| – | – | 0.36% | 58 |
|
|
2024
Q2 | $950K | Buy |
5,447
+48
| +0.9% | +$8.37K | 0.37% | 56 |
|
|
2024
Q1 | $967K | Buy |
5,399
+398
| +8% | +$71.3K | 0.4% | 52 |
|
|
2023
Q4 | $826K | Buy |
5,001
+264
| +6% | +$43.6K | 0.38% | 55 |
|
|
2023
Q3 | $719K | Hold |
4,737
| – | – | 0.37% | 56 |
|
|
2023
Q2 | $748K | Buy |
4,737
+57
| +1% | +$9K | 0.38% | 54 |
|
|
2023
Q1 | $713K | Buy |
4,680
+1
| +0% | +$152 | 0.41% | 53 |
|
|
2022
Q4 | $710K | Hold |
4,679
| – | – | 0.44% | 50 |
|
|
2022
Q3 | $636K | Buy |
4,679
+2,262
| +94% | +$307K | 0.44% | 50 |
|
|
2022
Q2 | $351K | Buy |
2,417
+290
| +14% | +$42.1K | 0.24% | 78 |
|
|
2022
Q1 | $353K | Sell |
2,127
-64
| -3% | -$10.6K | 0.21% | 83 |
|
|
2021
Q4 | $363K | Buy |
+2,191
| New | +$363K | 0.23% | 77 |
|