Mendota Financial Group’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
Q1 | – | Sell |
-164
| Closed | -$30.4K | – | 238 |
|
|
2024
Q4 | $30.4K | Sell |
164
-153
| -48% | -$28.3K | 0.02% | 187 |
|
|
2024
Q3 | $60.2K | Hold |
317
| – | – | 0.03% | 161 |
|
|
2024
Q2 | $55.3K | Hold |
317
| – | – | 0.03% | 165 |
|
|
2024
Q1 | $56.8K | Hold |
317
| – | – | 0.03% | 173 |
|
|
2023
Q4 | $52.4K | Buy |
+317
| New | +$52.4K | 0.04% | 198 |
|