Kingsview Wealth Management’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 | $3.48M | Sell |
17,939
-571
| -3% | -$111K | 0.06% | 308 |
|
|
2025
Q1 | $3.48M | Sell |
18,510
-28,325
| -60% | -$5.33M | 0.07% | 274 |
|
|
2024
Q4 | $8.67M | Buy |
46,835
+31,288
| +201% | +$5.79M | 0.17% | 130 |
|
|
2024
Q3 | $2.95M | Sell |
15,547
-274
| -2% | -$52K | 0.06% | 289 |
|
|
2024
Q2 | $2.76M | Sell |
15,821
-13,854
| -47% | -$2.42M | 0.07% | 279 |
|
|
2024
Q1 | $5.32M | Buy |
29,675
+8,241
| +38% | +$1.48M | 0.13% | 170 |
|
|
2023
Q4 | $3.54M | Buy |
21,434
+4,403
| +26% | +$728K | 0.11% | 187 |
|
|
2023
Q3 | $2.59M | Buy |
17,031
+3,379
| +25% | +$513K | 0.09% | 229 |
|
|
2023
Q2 | $2.15M | Sell |
13,652
-1,601
| -10% | -$253K | 0.08% | 237 |
|
|
2023
Q1 | $2.32M | Sell |
15,253
-39,204
| -72% | -$5.97M | 0.1% | 218 |
|
|
2022
Q4 | $8.26M | Buy |
54,457
+6,366
| +13% | +$965K | 0.36% | 63 |
|
|
2022
Q3 | $6.54M | Buy |
48,091
+2,297
| +5% | +$312K | 0.31% | 77 |
|
|
2022
Q2 | $6.64M | Sell |
45,794
-866
| -2% | -$126K | 0.32% | 79 |
|
|
2022
Q1 | $7.74M | Buy |
46,660
+2,267
| +5% | +$376K | 0.34% | 67 |
|
|
2021
Q4 | $7.46M | Buy |
44,393
+2,175
| +5% | +$365K | 0.31% | 69 |
|
|
2021
Q3 | $6.61M | Buy |
42,218
+1,743
| +4% | +$273K | 0.31% | 70 |
|
|
2021
Q2 | $6.44M | Sell |
40,475
-2,409
| -6% | -$383K | 0.32% | 66 |
|
|
2021
Q1 | $6.52M | Buy |
42,884
+1,837
| +4% | +$279K | 0.37% | 59 |
|
|
2020
Q4 | $5.61M | Buy |
41,047
+6,646
| +19% | +$909K | 0.41% | 53 |
|
|
2020
Q3 | $4.06M | Buy |
34,401
+25,477
| +285% | +$3.01M | 0.36% | 70 |
|
|
2020
Q2 | $1.01M | Buy |
8,924
+138
| +2% | +$15.5K | 0.1% | 203 |
|
|
2020
Q1 | $871K | Sell |
8,786
-800
| -8% | -$79.3K | 0.12% | 196 |
|
|
2019
Q4 | $1.31M | Buy |
9,586
+85
| +0.9% | +$11.6K | 0.16% | 161 |
|
|
2019
Q3 | $1.22M | Buy |
9,501
+1,251
| +15% | +$161K | 0.19% | 143 |
|
|
2019
Q2 | $1.05M | Sell |
8,250
-1,319
| -14% | -$168K | 0.18% | 146 |
|
|
2019
Q1 | $1.18M | Buy |
9,569
+510
| +6% | +$63K | 0.18% | 152 |
|
|
2018
Q4 | $1.01M | Buy |
9,059
+3,821
| +73% | +$424K | 0.22% | 132 |
|
|
2018
Q3 | $663K | Buy |
5,238
+403
| +8% | +$51K | 0.13% | 196 |
|
|
2018
Q2 | $587K | Sell |
4,835
-585
| -11% | -$71K | 0.14% | 179 |
|
|
2018
Q1 | $650K | Sell |
5,420
-835
| -13% | -$100K | 0.16% | 167 |
|
|
2017
Q4 | $778K | Buy |
6,255
+516
| +9% | +$64.2K | 0.28% | 110 |
|
|
2017
Q3 | $680K | Buy |
5,739
+233
| +4% | +$27.6K | 0.3% | 106 |
|
|
2017
Q2 | $641K | Buy |
5,506
+1,318
| +31% | +$153K | 0.33% | 99 |
|
|
2017
Q1 | $481K | Buy |
+4,188
| New | +$481K | 0.29% | 121 |
|