LJI 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 | $359K | Hold |
1,850
| – | – | 0.06% | 128 |
|
|
2025
Q1 | $348K | Hold |
1,850
| – | – | 0.07% | 120 |
|
|
2024
Q4 | $342K | Sell |
1,850
-210
| -10% | -$38.9K | 0.07% | 120 |
|
|
2024
Q3 | $391K | Hold |
2,060
| – | – | 0.08% | 128 |
|
|
2024
Q2 | $359K | Hold |
2,060
| – | – | 0.08% | 129 |
|
|
2024
Q1 | $369K | Sell |
2,060
-270
| -12% | -$48.4K | 0.1% | 103 |
|
|
2023
Q4 | $385K | Hold |
2,330
| – | – | 0.1% | 109 |
|
|
2023
Q3 | $354K | Sell |
2,330
-365,414
| -99% | -$55.5M | 0.1% | 106 |
|
|
2023
Q2 | $368K | Buy |
367,744
+365,210
| +14,412% | +$365K | 0.11% | 97 |
|
|
2023
Q1 | $386K | Buy |
2,534
+204
| +9% | +$31.1K | 0.12% | 92 |
|
|
2022
Q4 | $353K | Buy |
+2,330
| New | +$353K | 0.12% | 87 |
|