Iron Horse Wealth Management’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 | $4.47K | Hold |
23
| – | – | ﹤0.01% | 389 |
|
|
2025
Q1 | $4.33K | Hold |
23
| – | – | ﹤0.01% | 381 |
|
|
2024
Q4 | $4.26K | Hold |
23
| – | – | ﹤0.01% | 318 |
|
|
2024
Q3 | $4.37K | Hold |
23
| – | – | ﹤0.01% | 311 |
|
|
2024
Q2 | $4.01K | Hold |
23
| – | – | ﹤0.01% | 294 |
|
|
2024
Q1 | $4.12K | Hold |
23
| – | – | ﹤0.01% | 275 |
|
|
2023
Q4 | $3.8K | Hold |
23
| – | – | ﹤0.01% | 297 |
|
|
2023
Q3 | $3.49K | Hold |
23
| – | – | ﹤0.01% | 299 |
|
|
2023
Q2 | $3.63K | Hold |
23
| – | – | ﹤0.01% | 197 |
|
|
2023
Q1 | $3.5K | Hold |
23
| – | – | ﹤0.01% | 222 |
|
|
2022
Q4 | $3K | Buy |
23
+4
| +21% | +$522 | ﹤0.01% | 179 |
|
|
2022
Q3 | $3K | Sell |
19
-4
| -17% | -$632 | ﹤0.01% | 110 |
|
|
2022
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 175 |
|
|
2022
Q1 | $4K | Hold |
23
| – | – | ﹤0.01% | 172 |
|
|
2021
Q4 | $4K | Hold |
23
| – | – | ﹤0.01% | 154 |
|
|
2021
Q3 | $4K | Hold |
23
| – | – | ﹤0.01% | 141 |
|
|
2021
Q2 | $4K | Hold |
23
| – | – | ﹤0.01% | 146 |
|
|
2021
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 140 |
|
|
2020
Q4 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 139 |
|