LRI Investments’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 | $951K | Sell |
4,897
-2,473
| -34% | -$480K | 0.08% | 111 |
|
|
2025
Q1 | $1.39M | Buy |
7,370
+4,965
| +206% | +$934K | 0.13% | 73 |
|
|
2024
Q4 | $445K | Sell |
2,405
-5,242
| -69% | -$970K | 0.04% | 151 |
|
|
2024
Q3 | $1.48M | Buy |
7,647
+5,242
| +218% | +$1.02M | 0.14% | 59 |
|
|
2024
Q2 | $420K | Hold |
2,405
| – | – | 0.05% | 130 |
|
|
2024
Q1 | $431K | Buy |
+2,405
| New | +$431K | 0.11% | 83 |
|