Mitchell Sinkler & Starr’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 |
-430
| Closed | -$79.6K | – | 163 |
|
|
2024
Q4 | $79.6K | Hold |
430
| – | – | 0.02% | 173 |
|
|
2024
Q3 | $81.6K | Hold |
430
| – | – | 0.02% | 173 |
|
|
2024
Q2 | $77.8K | Buy |
+430
| New | +$77.8K | 0.02% | 169 |
|
|
2024
Q1 | – | Sell |
-507
| Closed | -$83.8K | – | 206 |
|
|
2023
Q4 | $83.8K | Buy |
+507
| New | +$83.8K | 0.02% | 183 |
|