Moss Adams Wealth Advisors’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 | $693K | Sell |
3,567
-1,394
| -28% | -$271K | 0.06% | 107 |
|
|
2025
Q1 | $933K | Buy |
4,961
+1,254
| +34% | +$236K | 0.1% | 70 |
|
|
2024
Q4 | $686K | Hold |
3,707
| – | – | 0.07% | 82 |
|
|
2024
Q3 | $704K | Buy |
3,707
+888
| +32% | +$169K | 0.08% | 73 |
|
|
2024
Q2 | $492K | Hold |
2,819
| – | – | 0.07% | 79 |
|
|
2024
Q1 | $505K | Buy |
2,819
+1,015
| +56% | +$182K | 0.08% | 74 |
|
|
2023
Q4 | $298K | Hold |
1,804
| – | – | 0.06% | 83 |
|
|
2023
Q3 | $274K | Sell |
1,804
-71
| -4% | -$10.8K | 0.09% | 70 |
|
|
2023
Q2 | $296K | Sell |
1,875
-15
| -0.8% | -$2.37K | 0.1% | 65 |
|
|
2023
Q1 | $288K | Hold |
1,890
| – | – | 0.1% | 66 |
|
|
2022
Q4 | $287K | Buy |
+1,890
| New | +$287K | 0.14% | 74 |
|