McCarthy & Cox’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 | $405K | Sell |
2,085
-4
| -0.2% | -$777 | 0.11% | 44 |
|
|
2025
Q1 | $393K | Sell |
2,089
-199
| -9% | -$37.4K | 0.17% | 38 |
|
|
2024
Q4 | $424K | Buy |
2,288
+2
| +0.1% | +$370 | 0.15% | 36 |
|
|
2024
Q3 | $434K | Buy |
2,286
+3
| +0.1% | +$569 | 0.17% | 36 |
|
|
2024
Q2 | $398K | Buy |
2,283
+2
| +0.1% | +$349 | 0.15% | 36 |
|
|
2024
Q1 | $409K | Buy |
+2,281
| New | +$409K | 0.15% | 36 |
|