Melfa Wealth Management’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 | $636K | Hold |
3,275
| – | – | 0.4% | 58 |
|
|
2025
Q1 | $616K | Hold |
3,275
| – | – | 0.42% | 59 |
|
|
2024
Q4 | $606K | Sell |
3,275
-55
| -2% | -$10.2K | 0.41% | 62 |
|
|
2024
Q3 | $632K | Hold |
3,330
| – | – | 0.42% | 61 |
|
|
2024
Q2 | $581K | Hold |
3,330
| – | – | 0.41% | 63 |
|
|
2024
Q1 | $596K | Buy |
+3,330
| New | +$596K | 0.43% | 60 |
|