MLL
Moody Lynn & Lieberson’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
1,449
| – | – | 0.02% | 219 |
|
|
2025
Q1 | $273K | Hold |
1,449
| – | – | 0.02% | 214 |
|
|
2024
Q4 | $268K | Buy |
1,449
+149
| +11% | +$27.6K | 0.02% | 211 |
|
|
2024
Q3 | $247K | Buy |
+1,300
| New | +$247K | 0.02% | 225 |
|
|
2021
Q4 | – | Sell |
-5,540
| Closed | -$867K | – | 240 |
|
|
2021
Q3 | $867K | Buy |
+5,540
| New | +$867K | 0.07% | 126 |
|
|
2016
Q2 | – | Sell |
-26,560
| Closed | -$2.62M | – | 159 |
|
|
2016
Q1 | $2.62M | Buy |
+26,560
| New | +$2.62M | 0.41% | 64 |
|