JSF Financial’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 | $602K | Buy |
3,102
+602
| +24% | +$117K | 0.14% | 82 |
|
|
2025
Q1 | $470K | Buy |
2,500
+1
| +0% | +$188 | 0.12% | 80 |
|
|
2024
Q4 | $463K | Sell |
2,499
-110
| -4% | -$20.4K | 0.12% | 85 |
|
|
2024
Q3 | $495K | Buy |
2,609
+5
| +0.2% | +$949 | 0.14% | 73 |
|
|
2024
Q2 | $454K | Sell |
2,604
-213
| -8% | -$37.2K | 0.14% | 75 |
|
|
2024
Q1 | $505K | Buy |
2,817
+25
| +0.9% | +$4.48K | 0.16% | 72 |
|
|
2023
Q4 | $461K | Buy |
2,792
+30
| +1% | +$4.96K | 0.16% | 69 |
|
|
2023
Q3 | $419K | Sell |
2,762
-590
| -18% | -$89.6K | 0.16% | 70 |
|
|
2023
Q2 | $529K | Sell |
3,352
-172
| -5% | -$27.1K | 0.19% | 62 |
|
|
2023
Q1 | $537K | Sell |
3,524
-567
| -14% | -$86.3K | 0.2% | 72 |
|
|
2022
Q4 | $620K | Buy |
4,091
+6
| +0.1% | +$910 | 0.23% | 61 |
|
|
2022
Q3 | $555K | Sell |
4,085
-336
| -8% | -$45.7K | 0.21% | 56 |
|
|
2022
Q2 | $641K | Sell |
4,421
-39
| -0.9% | -$5.66K | 0.29% | 50 |
|
|
2022
Q1 | $740K | Sell |
4,460
-772
| -15% | -$128K | 0.31% | 44 |
|
|
2021
Q4 | $879K | Buy |
5,232
+590
| +13% | +$99.1K | 0.43% | 32 |
|
|
2021
Q3 | $727K | Sell |
4,642
-32
| -0.7% | -$5.01K | 0.36% | 34 |
|
|
2021
Q2 | $741K | Buy |
4,674
+423
| +10% | +$67.1K | 0.44% | 28 |
|
|
2021
Q1 | $644K | Buy |
4,251
+378
| +10% | +$57.3K | 0.4% | 29 |
|
|
2020
Q4 | $530K | Sell |
3,873
-244
| -6% | -$33.4K | 0.37% | 33 |
|
|
2020
Q3 | $486K | Buy |
4,117
+516
| +14% | +$60.9K | 0.38% | 33 |
|
|
2020
Q2 | $406K | Buy |
3,601
+451
| +14% | +$50.8K | 0.35% | 36 |
|
|
2020
Q1 | $312K | Buy |
3,150
+1,216
| +63% | +$120K | 0.32% | 44 |
|
|
2019
Q4 | $264K | Sell |
1,934
-160
| -8% | -$21.8K | 0.26% | 52 |
|
|
2019
Q3 | $269K | Hold |
2,094
| – | – | 0.29% | 45 |
|
|
2019
Q2 | $266K | Sell |
2,094
-330
| -14% | -$41.9K | 0.29% | 48 |
|
|
2019
Q1 | $299K | Sell |
2,424
-1,189
| -33% | -$147K | 0.33% | 44 |
|
|
2018
Q4 | $401K | Buy |
+3,613
| New | +$401K | 0.41% | 34 |
|