Mark Sheptoff Financial Planning’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 | $24.5K | Hold |
126
| – | – | 0.01% | 251 |
|
|
2025
Q1 | $23.7K | Hold |
126
| – | – | 0.01% | 233 |
|
|
2024
Q4 | $23.3K | Buy |
126
+71
| +129% | +$13.1K | 0.01% | 245 |
|
|
2024
Q3 | $10.4K | Buy |
+55
| New | +$10.4K | 0.01% | 303 |
|
|
2019
Q4 | – | Sell |
-261
| Closed | -$33K | – | 371 |
|
|
2019
Q3 | $33K | Hold |
261
| – | – | 0.02% | 174 |
|
|
2019
Q2 | $33K | Hold |
261
| – | – | 0.02% | 180 |
|
|
2019
Q1 | $32K | Hold |
261
| – | – | 0.02% | 176 |
|
|
2018
Q4 | $29K | Hold |
261
| – | – | 0.02% | 168 |
|
|
2018
Q3 | $33K | Hold |
261
| – | – | 0.02% | 196 |
|
|
2018
Q2 | $32K | Hold |
261
| – | – | 0.02% | 193 |
|
|
2018
Q1 | $31K | Hold |
261
| – | – | 0.02% | 200 |
|
|
2017
Q4 | $32K | Hold |
261
| – | – | 0.02% | 206 |
|
|
2017
Q3 | $31K | Hold |
261
| – | – | 0.02% | 211 |
|
|
2017
Q2 | $30K | Sell |
261
-1
| -0.4% | -$115 | 0.02% | 206 |
|
|
2017
Q1 | $30K | Buy |
262
+1
| +0.4% | +$115 | 0.02% | 208 |
|
|
2016
Q4 | $29K | Buy |
+261
| New | +$29K | 0.02% | 202 |
|