Meeder Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Sell |
1,743
-764
| -30% | -$148K | 0.02% | 460 |
|
|
2025
Q1 | $472K | Sell |
2,507
-111
| -4% | -$20.9K | 0.03% | 368 |
|
|
2024
Q4 | $485K | Sell |
2,618
-746
| -22% | -$138K | 0.03% | 355 |
|
|
2024
Q3 | $639K | Buy |
3,364
+249
| +8% | +$47.3K | 0.04% | 296 |
|
|
2024
Q2 | $544K | Buy |
3,115
+117
| +4% | +$20.4K | 0.04% | 304 |
|
|
2024
Q1 | $537K | Buy |
2,998
+1,575
| +111% | +$282K | 0.05% | 268 |
|
|
2023
Q4 | $235K | Sell |
1,423
-106
| -7% | -$17.5K | 0.03% | 381 |
|
|
2023
Q3 | $232K | Buy |
+1,529
| New | +$232K | 0.03% | 365 |
|