Monograph Wealth Advisors’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 | $2.06M | Hold |
10,618
| – | – | 0.25% | 38 |
|
|
2025
Q1 | $2M | Hold |
10,618
| – | – | 0.27% | 33 |
|
|
2024
Q4 | $1.97M | Sell |
10,618
-2,412
| -19% | -$447K | 0.26% | 34 |
|
|
2024
Q3 | $2.47M | Buy |
13,030
+2,412
| +23% | +$458K | 0.32% | 33 |
|
|
2024
Q2 | $1.85M | Sell |
10,618
-2,412
| -19% | -$421K | 0.27% | 35 |
|
|
2024
Q1 | $2.33M | Buy |
13,030
+2,412
| +23% | +$432K | 0.34% | 32 |
|
|
2023
Q4 | $1.75M | Hold |
10,618
| – | – | 0.31% | 29 |
|
|
2023
Q3 | $1.62M | Hold |
10,618
| – | – | 0.32% | 31 |
|
|
2023
Q2 | $1.68M | Hold |
10,618
| – | – | 0.36% | 24 |
|
|
2023
Q1 | $1.62M | Sell |
10,618
-1,295
| -11% | -$197K | 0.38% | 22 |
|
|
2022
Q4 | $1.81M | Buy |
11,913
+1,295
| +12% | +$196K | 0.48% | 20 |
|
|
2022
Q3 | $1.44M | Hold |
10,618
| – | – | 0.47% | 22 |
|
|
2022
Q2 | $1.54M | Hold |
10,618
| – | – | 0.45% | 20 |
|
|
2022
Q1 | $1.76M | Hold |
10,618
| – | – | 0.45% | 22 |
|
|
2021
Q4 | $1.78M | Buy |
+10,618
| New | +$1.78M | 0.45% | 22 |
|