Morton Brown Family Wealth’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 | $24.7K | Hold |
127
| – | – | 0.01% | 135 |
|
|
2025
Q1 | $23.9K | Hold |
127
| – | – | 0.01% | 136 |
|
|
2024
Q4 | $23.5K | Hold |
127
| – | – | 0.01% | 132 |
|
|
2024
Q3 | $24.1K | Buy |
127
+19
| +18% | +$3.61K | 0.01% | 127 |
|
|
2024
Q2 | $19.6K | Hold |
108
| – | – | 0.01% | 128 |
|
|
2024
Q1 | $19.3K | Sell |
108
-18
| -14% | -$3.22K | 0.01% | 123 |
|
|
2023
Q4 | $20.8K | Buy |
126
+18
| +17% | +$2.98K | 0.01% | 137 |
|
|
2023
Q3 | $16.4K | Hold |
108
| – | – | 0.01% | 112 |
|
|
2023
Q2 | $17K | Hold |
108
| – | – | 0.01% | 104 |
|
|
2023
Q1 | $16.4K | Hold |
108
| – | – | 0.01% | 108 |
|
|
2022
Q4 | $16.4K | Hold |
108
| – | – | 0.01% | 101 |
|
|
2022
Q3 | $15K | Hold |
108
| – | – | 0.01% | 98 |
|
|
2022
Q2 | $16K | Hold |
108
| – | – | 0.01% | 97 |
|
|
2022
Q1 | $18K | Sell |
108
-23
| -18% | -$3.83K | 0.01% | 96 |
|
|
2021
Q4 | $22K | Buy |
+131
| New | +$22K | 0.02% | 101 |
|