Matthew Hamilton Rosenberg’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 | $59K | Hold |
304
| – | – | 0.01% | 415 |
|
|
2025
Q1 | $57.2K | Hold |
304
| – | – | 0.01% | 402 |
|
|
2024
Q4 | $56.3K | Sell |
304
-31
| -9% | -$5.74K | 0.01% | 400 |
|
|
2024
Q3 | $63.6K | Sell |
335
-39
| -10% | -$7.4K | 0.02% | 389 |
|
|
2024
Q2 | $64.8K | Sell |
374
-62
| -14% | -$10.7K | 0.02% | 378 |
|
|
2024
Q1 | $77.7K | Hold |
436
| – | – | 0.02% | 363 |
|
|
2023
Q4 | $72K | Hold |
436
| – | – | 0.02% | 368 |
|
|
2023
Q3 | $66.2K | Sell |
436
-32
| -7% | -$4.86K | 0.02% | 364 |
|
|
2023
Q2 | $73.9K | Hold |
468
| – | – | 0.03% | 363 |
|
|
2023
Q1 | $71.3K | Hold |
468
| – | – | 0.02% | 385 |
|
|
2022
Q4 | $71K | Sell |
468
-3
| -0.6% | -$455 | 0.02% | 378 |
|
|
2022
Q3 | $64K | Buy |
471
+260
| +123% | +$35.3K | 0.02% | 376 |
|
|
2022
Q2 | $91K | Buy |
+211
| New | +$91K | 0.03% | 318 |
|