Kelman-Lazarov Inc’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 | $786K | Buy |
4,048
+1
| +0% | +$194 | 0.13% | 60 |
|
|
2025
Q1 | $761K | Buy |
+4,047
| New | +$761K | 0.14% | 58 |
|
|
2018
Q4 | – | Sell |
-2,463
| Closed | -$312K | – | 97 |
|
|
2018
Q3 | $312K | Hold |
2,463
| – | – | 0.18% | 82 |
|
|
2018
Q2 | $299K | Buy |
2,463
+159
| +7% | +$19.3K | 0.16% | 89 |
|
|
2018
Q1 | $276K | Sell |
2,304
-21
| -0.9% | -$2.52K | 0.15% | 93 |
|
|
2017
Q4 | $289K | Hold |
2,325
| – | – | 0.15% | 96 |
|
|
2017
Q3 | $276K | Hold |
2,325
| – | – | 0.15% | 101 |
|
|
2017
Q2 | $271K | Hold |
2,325
| – | – | 0.15% | 103 |
|
|
2017
Q1 | $267K | Hold |
2,325
| – | – | 0.17% | 93 |
|
|
2016
Q4 | $260K | Hold |
2,325
| – | – | 0.15% | 100 |
|
|
2016
Q3 | $243K | Hold |
2,325
| – | – | 0.14% | 103 |
|
|
2016
Q2 | $240K | Sell |
2,325
-347
| -13% | -$35.9K | 0.14% | 105 |
|
|
2016
Q1 | $265K | Buy |
+2,672
| New | +$265K | 0.16% | 106 |
|