Little House Capital’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
Q1 | – | Sell |
-3,897
| Closed | -$721K | – | 142 |
|
|
2024
Q4 | $721K | Buy |
+3,897
| New | +$721K | 0.21% | 83 |
|
|
2023
Q1 | – | Sell |
-3,100
| Closed | -$470K | – | 118 |
|
|
2022
Q4 | $470K | Buy |
3,100
+341
| +12% | +$51.7K | 0.23% | 84 |
|
|
2022
Q3 | $375K | Buy |
2,759
+195
| +8% | +$26.5K | 0.2% | 93 |
|
|
2022
Q2 | $372K | Buy |
+2,564
| New | +$372K | 0.2% | 94 |
|
|
2019
Q2 | – | Sell |
-313
| Closed | -$38K | – | 190 |
|
|
2019
Q1 | $38K | Buy |
+313
| New | +$38K | 0.03% | 175 |
|