Leo Wealth LLC’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 | $569K | Sell |
2,930
-113
| -4% | -$21.9K | 0.04% | 217 |
|
|
2025
Q1 | $573K | Sell |
3,043
-128
| -4% | -$24.1K | 0.08% | 165 |
|
|
2024
Q4 | $587K | Buy |
3,171
+17
| +0.5% | +$3.15K | 0.05% | 214 |
|
|
2024
Q3 | $599K | Buy |
3,154
+16
| +0.5% | +$3.04K | 0.05% | 205 |
|
|
2024
Q2 | $547K | Sell |
3,138
-459
| -13% | -$80.1K | 0.06% | 208 |
|
|
2024
Q1 | $644K | Buy |
3,597
+13
| +0.4% | +$2.33K | 0.07% | 189 |
|
|
2023
Q4 | $598K | Buy |
+3,584
| New | +$598K | 0.06% | 185 |
|