JPWM
Jamison Private Wealth Management’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 | $367K | Buy |
1,890
+317
| +20% | +$61.6K | 0.05% | 167 |
|
|
2025
Q1 | $296K | Hold |
1,573
| – | – | 0.05% | 174 |
|
|
2024
Q4 | $291K | Hold |
1,573
| – | – | 0.04% | 179 |
|
|
2024
Q3 | $299K | Hold |
1,573
| – | – | 0.05% | 166 |
|
|
2024
Q2 | $274K | Hold |
1,573
| – | – | 0.05% | 159 |
|
|
2024
Q1 | $282K | Buy |
+1,573
| New | +$282K | 0.05% | 156 |
|