JDM Financial 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 | $42.3K | Buy |
218
+1
| +0.5% | +$194 | 0.02% | 98 |
|
|
2025
Q1 | $40.8K | Buy |
217
+1
| +0.5% | +$188 | 0.02% | 98 |
|
|
2024
Q4 | $40K | Buy |
216
+1
| +0.5% | +$185 | 0.02% | 93 |
|
|
2024
Q3 | $40.8K | Buy |
215
+1
| +0.5% | +$190 | 0.02% | 97 |
|
|
2024
Q2 | $37.3K | Buy |
214
+1
| +0.5% | +$174 | 0.03% | 93 |
|
|
2024
Q1 | $38.1K | Buy |
213
+1
| +0.5% | +$179 | 0.03% | 82 |
|
|
2023
Q4 | $35K | Buy |
212
+3
| +1% | +$496 | 0.03% | 80 |
|
|
2023
Q3 | $31.8K | Hold |
209
| – | – | 0.03% | 82 |
|
|
2023
Q2 | $33K | Buy |
209
+1
| +0.5% | +$158 | 0.03% | 83 |
|
|
2023
Q1 | $31.7K | Buy |
208
+1
| +0.5% | +$153 | 0.03% | 86 |
|
|
2022
Q4 | $31.5K | Buy |
+207
| New | +$31.5K | 0.03% | 83 |
|