LIA
Luken Investment Analytics’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Hold |
1,047
| – | – | 0.09% | 49 |
|
|
2025
Q1 | $197K | Hold |
1,047
| – | – | 0.09% | 47 |
|
|
2024
Q4 | $194K | Hold |
1,047
| – | – | 0.09% | 45 |
|
|
2024
Q3 | $199K | Hold |
1,047
| – | – | 0.09% | 48 |
|
|
2024
Q2 | $183K | Hold |
1,047
| – | – | 0.09% | 51 |
|
|
2024
Q1 | $188K | Hold |
1,047
| – | – | 0.09% | 45 |
|
|
2023
Q4 | $173K | Sell |
1,047
-13
| -1% | -$2.15K | 0.09% | 46 |
|
|
2023
Q3 | $161K | Hold |
1,060
| – | – | 0.09% | 46 |
|
|
2023
Q2 | $167K | Sell |
1,060
-5
| -0.5% | -$789 | 0.09% | 43 |
|
|
2023
Q1 | $162K | Hold |
1,065
| – | – | 0.1% | 42 |
|
|
2022
Q4 | $161K | Buy |
+1,065
| New | +$161K | 0.1% | 39 |
|
|
2020
Q4 | $8K | Buy |
+58
| New | +$8K | 0.01% | 91 |
|