MilWealth 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
Q2 | $120K | Hold |
618
| – | – | 0.03% | 32 |
|
|
2025
Q1 | $116K | Hold |
618
| – | – | 0.03% | 31 |
|
|
2024
Q4 | $114K | Hold |
618
| – | – | 0.03% | 39 |
|
|
2024
Q3 | $117K | Hold |
618
| – | – | 0.03% | 29 |
|
|
2024
Q2 | $108K | Hold |
618
| – | – | 0.03% | 28 |
|
|
2024
Q1 | $111K | Hold |
618
| – | – | 0.04% | 28 |
|
|
2023
Q4 | $102K | Hold |
618
| – | – | 0.03% | 29 |
|
|
2023
Q3 | $93.9K | Hold |
618
| – | – | 0.04% | 27 |
|
|
2023
Q2 | $97.6K | Sell |
618
-131
| -17% | -$20.7K | 0.04% | 26 |
|
|
2023
Q1 | $114K | Hold |
749
| – | – | 0.05% | 25 |
|
|
2022
Q4 | $114K | Sell |
749
-566
| -43% | -$85.9K | 0.05% | 26 |
|
|
2022
Q3 | $179K | Hold |
1,315
| – | – | 0.08% | 24 |
|
|
2022
Q2 | $191K | Hold |
1,315
| – | – | 0.08% | 24 |
|
|
2022
Q1 | $218K | Hold |
1,315
| – | – | 0.08% | 28 |
|
|
2021
Q4 | $221K | Hold |
1,315
| – | – | 0.08% | 25 |
|
|
2021
Q3 | $206K | Hold |
1,315
| – | – | 0.08% | 23 |
|
|
2021
Q2 | $209K | Hold |
1,315
| – | – | 0.09% | 21 |
|
|
2021
Q1 | $199K | Hold |
1,315
| – | – | 0.1% | 19 |
|
|
2020
Q4 | $180K | Hold |
1,315
| – | – | 0.09% | 21 |
|
|
2020
Q3 | $155K | Hold |
1,315
| – | – | 0.09% | 23 |
|
|
2020
Q2 | $148K | Hold |
1,315
| – | – | 0.09% | 21 |
|
|
2020
Q1 | $130K | Hold |
1,315
| – | – | 0.1% | 22 |
|
|
2019
Q4 | $180K | Hold |
1,315
| – | – | 0.14% | 17 |
|
|
2019
Q3 | $169K | Hold |
1,315
| – | – | 0.14% | 19 |
|
|
2019
Q2 | $167K | Hold |
1,315
| – | – | 0.14% | 18 |
|
|
2019
Q1 | $162K | Hold |
1,315
| – | – | 0.15% | 18 |
|
|
2018
Q4 | $146K | Buy |
+1,315
| New | +$146K | 0.14% | 19 |
|