Madison Wealth Partners’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 | $343K | Sell |
1,763
-20
| -1% | -$3.89K | 0.07% | 114 |
|
|
2025
Q1 | $336K | Sell |
1,783
-6
| -0.3% | -$1.13K | 0.08% | 104 |
|
|
2024
Q4 | $331K | Buy |
1,789
+27
| +2% | +$5K | 0.09% | 110 |
|
|
2024
Q3 | $334K | Hold |
1,762
| – | – | 0.1% | 104 |
|
|
2024
Q2 | $307K | Hold |
1,762
| – | – | 0.11% | 93 |
|
|
2024
Q1 | $316K | Sell |
1,762
-3
| -0.2% | -$537 | 0.11% | 93 |
|
|
2023
Q4 | $292K | Hold |
1,765
| – | – | 0.12% | 94 |
|
|
2023
Q3 | $268K | Hold |
1,765
| – | – | 0.14% | 72 |
|
|
2023
Q2 | $279K | Hold |
1,765
| – | – | 0.13% | 73 |
|
|
2023
Q1 | $269K | Sell |
1,765
-85
| -5% | -$12.9K | 0.14% | 70 |
|
|
2022
Q4 | $281K | Buy |
1,850
+1
| +0.1% | +$152 | 0.16% | 64 |
|
|
2022
Q3 | $252K | Hold |
1,849
| – | – | 0.16% | 63 |
|
|
2022
Q2 | $268K | Buy |
1,849
+88
| +5% | +$12.8K | 0.17% | 60 |
|
|
2022
Q1 | $292K | Buy |
1,761
+30
| +2% | +$4.97K | 0.16% | 56 |
|
|
2021
Q4 | $291K | Hold |
1,731
| – | – | 0.15% | 54 |
|
|
2021
Q3 | $271K | Buy |
1,731
+385
| +29% | +$60.3K | 0.15% | 54 |
|
|
2021
Q2 | $214K | Buy |
+1,346
| New | +$214K | 0.12% | 66 |
|