Madrona Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,413
| Closed | -$253K | – | 106 |
|
|
2024
Q1 | $253K | Buy |
1,413
+5
| +0.4% | +$896 | 0.09% | 78 |
|
|
2023
Q4 | $233K | Buy |
1,408
+15
| +1% | +$2.48K | 0.09% | 74 |
|
|
2023
Q3 | $212K | Hold |
1,393
| – | – | 0.1% | 91 |
|
|
2023
Q2 | $220K | Buy |
1,393
+5
| +0.4% | +$789 | 0.11% | 90 |
|
|
2023
Q1 | $211K | Buy |
1,388
+6
| +0.4% | +$914 | 0.11% | 83 |
|
|
2022
Q4 | $210K | Buy |
+1,382
| New | +$210K | 0.12% | 75 |
|
|
2022
Q3 | – | Sell |
-1,725
| Closed | -$250K | – | 76 |
|
|
2022
Q2 | $250K | Buy |
+1,725
| New | +$250K | 0.15% | 68 |
|