MorganRosel 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 | $254K | Hold |
1,307
| – | – | 0.07% | 98 |
|
|
2025
Q1 | $246K | Sell |
1,307
-268
| -17% | -$50.4K | 0.07% | 96 |
|
|
2024
Q4 | $292K | Hold |
1,575
| – | – | 0.1% | 93 |
|
|
2024
Q3 | $299K | Hold |
1,575
| – | – | 0.1% | 90 |
|
|
2024
Q2 | $275K | Buy |
1,575
+177
| +13% | +$30.9K | 0.1% | 92 |
|
|
2024
Q1 | $250K | Hold |
1,398
| – | – | 0.09% | 93 |
|
|
2023
Q4 | $231K | Hold |
1,398
| – | – | 0.09% | 91 |
|
|
2023
Q3 | $212K | Hold |
1,398
| – | – | 0.09% | 92 |
|
|
2023
Q2 | $221K | Hold |
1,398
| – | – | 0.09% | 88 |
|
|
2023
Q1 | $213K | Hold |
1,398
| – | – | 0.09% | 87 |
|
|
2022
Q4 | $212K | Buy |
+1,398
| New | +$212K | 0.1% | 89 |
|
|
2022
Q3 | – | Sell |
-1,398
| Closed | -$203K | – | 98 |
|
|
2022
Q2 | $203K | Hold |
1,398
| – | – | 0.11% | 84 |
|
|
2022
Q1 | $232K | Hold |
1,398
| – | – | 0.11% | 83 |
|
|
2021
Q4 | $235K | Hold |
1,398
| – | – | 0.11% | 78 |
|
|
2021
Q3 | $219K | Hold |
1,398
| – | – | 0.12% | 81 |
|
|
2021
Q2 | $222K | Buy |
+1,398
| New | +$222K | 0.12% | 77 |
|