Investors Research Corp’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 | $89K | Hold |
458
| – | – | 0.02% | 394 |
|
|
2025
Q1 | $86.2K | Hold |
458
| – | – | 0.02% | 398 |
|
|
2024
Q4 | $84.8K | Hold |
458
| – | – | 0.02% | 410 |
|
|
2024
Q3 | $86.9K | Sell |
458
-473
| -51% | -$89.8K | 0.02% | 407 |
|
|
2024
Q2 | $162K | Hold |
931
| – | – | 0.04% | 330 |
|
|
2024
Q1 | $167K | Hold |
931
| – | – | 0.04% | 346 |
|
|
2023
Q4 | $154K | Buy |
931
+165
| +22% | +$27.3K | 0.04% | 361 |
|
|
2023
Q3 | $116K | Sell |
766
-13
| -2% | -$1.97K | 0.03% | 385 |
|
|
2023
Q2 | $123K | Hold |
779
| – | – | 0.03% | 385 |
|
|
2023
Q1 | $119K | Buy |
779
+13
| +2% | +$1.98K | 0.03% | 394 |
|
|
2022
Q4 | $116K | Hold |
766
| – | – | 0.03% | 392 |
|
|
2022
Q3 | $104K | Hold |
766
| – | – | 0.03% | 392 |
|
|
2022
Q2 | $111K | Hold |
766
| – | – | 0.03% | 395 |
|
|
2022
Q1 | $127K | Hold |
766
| – | – | 0.04% | 377 |
|
|
2021
Q4 | $129K | Hold |
766
| – | – | 0.04% | 367 |
|
|
2021
Q3 | $120K | Hold |
766
| – | – | 0.04% | 375 |
|
|
2021
Q2 | $122K | Hold |
766
| – | – | 0.04% | 362 |
|
|
2021
Q1 | $116K | Hold |
766
| – | – | 0.04% | 370 |
|
|
2020
Q4 | $105K | Hold |
766
| – | – | 0.04% | 410 |
|
|
2020
Q3 | $90K | Hold |
766
| – | – | 0.04% | 405 |
|
|
2020
Q2 | $86K | Hold |
766
| – | – | 0.04% | 388 |
|
|
2020
Q1 | $76K | Buy |
+766
| New | +$76K | 0.05% | 373 |
|
|
2019
Q3 | – | Sell |
-8
| Closed | -$1K | – | 1122 |
|
|
2019
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1035 |
|
|
2019
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1000 |
|