Lokken Investment Group’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 | $277K | Buy |
1,425
+111
| +8% | +$21.6K | 0.11% | 110 |
|
|
2025
Q1 | $247K | Hold |
1,314
| – | – | 0.1% | 115 |
|
|
2024
Q4 | $243K | Hold |
1,314
| – | – | 0.11% | 116 |
|
|
2024
Q3 | $249K | Hold |
1,314
| – | – | 0.1% | 129 |
|
|
2024
Q2 | $229K | Hold |
1,314
| – | – | 0.11% | 126 |
|
|
2024
Q1 | $235K | Hold |
1,314
| – | – | 0.12% | 123 |
|
|
2023
Q4 | $217K | Buy |
+1,314
| New | +$217K | 0.12% | 123 |
|