JVL Associates’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 | $1.98M | Hold |
10,211
| – | – | 0.71% | 22 |
|
|
2025
Q1 | $1.92M | Hold |
10,211
| – | – | 0.78% | 17 |
|
|
2024
Q4 | $1.89M | Sell |
10,211
-32
| -0.3% | -$5.92K | 0.72% | 21 |
|
|
2024
Q3 | $1.94M | Buy |
10,243
+32
| +0.3% | +$6.07K | 0.75% | 19 |
|
|
2024
Q2 | $1.78M | Hold |
10,211
| – | – | 0.71% | 19 |
|
|
2024
Q1 | $1.83M | Sell |
10,211
-117
| -1% | -$21K | 0.75% | 19 |
|
|
2023
Q4 | $1.71M | Buy |
+10,328
| New | +$1.71M | 0.77% | 19 |
|