Mirador Capital Partners’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 | $541K | Buy |
2,784
+13
| +0.5% | +$2.53K | 0.09% | 133 |
|
|
2025
Q1 | $521K | Buy |
2,771
+11
| +0.4% | +$2.07K | 0.09% | 133 |
|
|
2024
Q4 | $511K | Buy |
2,760
+15
| +0.5% | +$2.78K | 0.09% | 127 |
|
|
2024
Q3 | $521K | Buy |
2,745
+15
| +0.5% | +$2.85K | 0.09% | 121 |
|
|
2024
Q2 | $476K | Buy |
2,730
+11
| +0.4% | +$1.92K | 0.09% | 123 |
|
|
2024
Q1 | $487K | Buy |
2,719
+11
| +0.4% | +$1.97K | 0.09% | 128 |
|
|
2023
Q4 | $447K | Buy |
2,708
+34
| +1% | +$5.62K | 0.09% | 126 |
|
|
2023
Q3 | $406K | Hold |
2,674
| – | – | 0.09% | 131 |
|
|
2023
Q2 | $422K | Buy |
2,674
+10
| +0.4% | +$1.58K | 0.1% | 127 |
|
|
2023
Q1 | $406K | Buy |
2,664
+14
| +0.5% | +$2.13K | 0.1% | 128 |
|
|
2022
Q4 | $402K | Buy |
2,650
+34
| +1% | +$5.16K | 0.1% | 128 |
|
|
2022
Q3 | $356K | Sell |
2,616
-116
| -4% | -$15.8K | 0.09% | 141 |
|
|
2022
Q2 | $396K | Buy |
2,732
+128
| +5% | +$18.6K | 0.09% | 135 |
|
|
2022
Q1 | $432K | Buy |
2,604
+11
| +0.4% | +$1.83K | 0.09% | 149 |
|
|
2021
Q4 | $436K | Buy |
2,593
+24
| +0.9% | +$4.04K | 0.09% | 155 |
|
|
2021
Q3 | $402K | Hold |
2,569
| – | – | 0.09% | 155 |
|
|
2021
Q2 | $407K | Sell |
2,569
-1
| -0% | -$158 | 0.09% | 152 |
|
|
2021
Q1 | $389K | Hold |
2,570
| – | – | 0.1% | 132 |
|
|
2020
Q4 | $351K | Buy |
2,570
+12
| +0.5% | +$1.64K | 0.1% | 138 |
|
|
2020
Q3 | $302K | Sell |
2,558
-447
| -15% | -$52.8K | 0.09% | 137 |
|
|
2020
Q2 | $338K | Buy |
3,005
+16
| +0.5% | +$1.8K | 0.13% | 113 |
|
|
2020
Q1 | $316K | Sell |
2,989
-180
| -6% | -$19K | 0.13% | 104 |
|
|
2019
Q4 | $432K | Sell |
3,169
-184
| -5% | -$25.1K | 0.17% | 115 |
|
|
2019
Q3 | $430K | Sell |
3,353
-590
| -15% | -$75.7K | 0.19% | 112 |
|
|
2019
Q2 | $502K | Buy |
3,943
+906
| +30% | +$115K | 0.25% | 86 |
|
|
2019
Q1 | $375K | Buy |
3,037
+16
| +0.5% | +$1.98K | 0.2% | 91 |
|
|
2018
Q4 | $335K | Buy |
+3,021
| New | +$335K | 0.21% | 89 |
|