Keystone Wealth Services’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 | $1.6M | Sell |
8,253
-629
| -7% | -$122K | 0.39% | 60 |
|
|
2025
Q1 | $1.67M | Buy |
8,882
+12
| +0.1% | +$2.26K | 0.45% | 53 |
|
|
2024
Q4 | $1.64M | Sell |
8,870
-380
| -4% | -$70.4K | 0.43% | 52 |
|
|
2024
Q3 | $1.76M | Buy |
9,250
+667
| +8% | +$127K | 0.49% | 48 |
|
|
2024
Q2 | $1.5M | Buy |
8,583
+10
| +0.1% | +$1.75K | 0.47% | 49 |
|
|
2024
Q1 | $1.54M | Buy |
8,573
+13
| +0.2% | +$2.33K | 0.5% | 47 |
|
|
2023
Q4 | $1.41M | Sell |
8,560
-38
| -0.4% | -$6.28K | 0.48% | 48 |
|
|
2023
Q3 | $1.31M | Hold |
8,598
| – | – | 0.5% | 48 |
|
|
2023
Q2 | $1.36M | Buy |
8,598
+12
| +0.1% | +$1.89K | 0.51% | 46 |
|
|
2023
Q1 | $1.31M | Buy |
8,586
+14
| +0.2% | +$2.13K | 0.53% | 43 |
|
|
2022
Q4 | $1.3M | Buy |
8,572
+124
| +1% | +$18.8K | 0.57% | 44 |
|
|
2022
Q3 | $1.15M | Hold |
8,448
| – | – | 0.54% | 41 |
|
|
2022
Q2 | $1.23M | Sell |
8,448
-755
| -8% | -$109K | 0.55% | 41 |
|
|
2022
Q1 | $1.53M | Buy |
9,203
+2,800
| +44% | +$465K | 0.61% | 39 |
|
|
2021
Q4 | $1.08M | Buy |
+6,403
| New | +$1.08M | 0.44% | 60 |
|