LongView 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 | $450K | Buy |
2,316
+665
| +40% | +$129K | 0.14% | 128 |
|
|
2025
Q1 | $311K | Buy |
1,651
+451
| +38% | +$84.9K | 0.09% | 161 |
|
|
2024
Q4 | $222K | Hold |
1,200
| – | – | 0.07% | 190 |
|
|
2024
Q3 | $228K | Hold |
1,200
| – | – | 0.07% | 185 |
|
|
2024
Q2 | $209K | Sell |
1,200
-16
| -1% | -$2.79K | 0.08% | 174 |
|
|
2024
Q1 | $218K | Sell |
1,216
-23
| -2% | -$4.12K | 0.09% | 164 |
|
|
2023
Q4 | $204K | Buy |
+1,239
| New | +$204K | 0.09% | 166 |
|