Moran Wealth Management’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 | $275K | Buy |
+1,417
| New | +$275K | 0.01% | 453 |
|
|
2025
Q1 | – | Sell |
-23,456
| Closed | -$4.34M | – | 466 |
|
|
2024
Q4 | $4.34M | Buy |
+23,456
| New | +$4.34M | 0.14% | 181 |
|
|
2024
Q2 | – | Sell |
-1,283
| Closed | -$230K | – | 414 |
|
|
2024
Q1 | $230K | Sell |
1,283
-3,092
| -71% | -$554K | 0.01% | 396 |
|
|
2023
Q4 | $723K | Buy |
+4,375
| New | +$723K | 0.03% | 318 |
|
|
2023
Q2 | – | Sell |
-1,774
| Closed | -$270K | – | 401 |
|
|
2023
Q1 | $270K | Sell |
1,774
-5,230
| -75% | -$796K | 0.01% | 337 |
|
|
2022
Q4 | $1.06M | Buy |
+7,004
| New | +$1.06M | 0.04% | 255 |
|