Miller Investment 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 | $654K | Hold |
3,368
| – | – | 0.07% | 74 |
|
|
2025
Q1 | $634K | Hold |
3,368
| – | – | 0.07% | 77 |
|
|
2024
Q4 | $624K | Hold |
3,368
| – | – | 0.07% | 77 |
|
|
2024
Q3 | $639K | Hold |
3,368
| – | – | 0.07% | 79 |
|
|
2024
Q2 | $588K | Hold |
3,368
| – | – | 0.07% | 77 |
|
|
2024
Q1 | $603K | Sell |
3,368
-1,500
| -31% | -$269K | 0.08% | 80 |
|
|
2023
Q4 | $804K | Sell |
4,868
-5,000
| -51% | -$826K | 0.11% | 70 |
|
|
2023
Q3 | $1.5M | Hold |
9,868
| – | – | 0.24% | 47 |
|
|
2023
Q2 | $1.56M | Hold |
9,868
| – | – | 0.24% | 48 |
|
|
2023
Q1 | $1.5M | Hold |
9,868
| – | – | 0.25% | 45 |
|
|
2022
Q4 | $1.5M | Buy |
+9,868
| New | +$1.5M | 0.25% | 45 |
|