Montis Financial’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 | $274K | Buy |
1,411
+158
| +13% | +$30.7K | 0.08% | 114 |
|
|
2025
Q1 | $236K | Sell |
1,253
-1,058
| -46% | -$199K | 0.07% | 129 |
|
|
2024
Q4 | $428K | Sell |
2,311
-12
| -0.5% | -$2.22K | 0.13% | 98 |
|
|
2024
Q3 | $441K | Buy |
2,323
+61
| +3% | +$11.6K | 0.16% | 73 |
|
|
2024
Q2 | $395K | Hold |
2,262
| – | – | 0.18% | 56 |
|
|
2024
Q1 | $405K | Buy |
2,262
+6
| +0.3% | +$1.08K | 0.19% | 54 |
|
|
2023
Q4 | $373K | Hold |
2,256
| – | – | 0.22% | 47 |
|
|
2023
Q3 | $343K | Buy |
+2,256
| New | +$343K | 0.23% | 45 |
|