Luts & Greenleigh 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 | $1.64M | Buy |
8,420
+392
| +5% | +$76.1K | 1.57% | 13 |
|
|
2025
Q1 | $1.51M | Sell |
8,028
-90
| -1% | -$16.9K | 1.5% | 14 |
|
|
2024
Q4 | $1.5M | Buy |
8,118
+115
| +1% | +$21.3K | 1.48% | 12 |
|
|
2024
Q3 | $1.52M | Buy |
8,003
+150
| +2% | +$28.5K | 1.46% | 14 |
|
|
2024
Q2 | $1.37M | Buy |
+7,853
| New | +$1.37M | 1.43% | 15 |
|
|
2023
Q4 | $1.3M | Sell |
7,853
-280
| -3% | -$46.3K | 1.64% | 10 |
|
|
2023
Q3 | $1.23M | Sell |
8,133
-1,423
| -15% | -$216K | 1.53% | 11 |
|
|
2023
Q2 | $1.51M | Buy |
9,556
+445
| +5% | +$70.2K | 1.86% | 10 |
|
|
2023
Q1 | $1.39M | Buy |
9,111
+707
| +8% | +$108K | 1.76% | 11 |
|
|
2022
Q4 | $1.27M | Buy |
+8,404
| New | +$1.27M | 1.61% | 12 |
|