MSH Capital 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 | $378K | Buy |
1,945
+8
| +0.4% | +$1.55K | 0.11% | 180 |
|
|
2025
Q1 | $364K | Sell |
1,937
-131
| -6% | -$24.6K | 0.11% | 177 |
|
|
2024
Q4 | $383K | Buy |
2,068
+10
| +0.5% | +$1.85K | 0.12% | 171 |
|
|
2024
Q3 | $391K | Buy |
2,058
+10
| +0.5% | +$1.9K | 0.12% | 166 |
|
|
2024
Q2 | $357K | Buy |
2,048
+8
| +0.4% | +$1.4K | 0.12% | 168 |
|
|
2024
Q1 | $365K | Sell |
2,040
-3,741
| -65% | -$670K | 0.13% | 159 |
|
|
2023
Q4 | $955K | Sell |
5,781
-299
| -5% | -$49.4K | 0.36% | 80 |
|
|
2023
Q3 | $923K | Sell |
6,080
-298
| -5% | -$45.2K | 0.36% | 82 |
|
|
2023
Q2 | $1.01M | Sell |
6,378
-608
| -9% | -$96K | 0.37% | 81 |
|
|
2023
Q1 | $1.06M | Sell |
6,986
-472
| -6% | -$71.9K | 0.45% | 73 |
|
|
2022
Q4 | $1.13M | Buy |
7,458
+765
| +11% | +$116K | 0.51% | 71 |
|
|
2022
Q3 | $910K | Buy |
6,693
+1,050
| +19% | +$143K | 0.45% | 75 |
|
|
2022
Q2 | $818K | Buy |
5,643
+1,209
| +27% | +$175K | 0.38% | 85 |
|
|
2022
Q1 | $736K | Buy |
+4,434
| New | +$736K | 0.3% | 93 |
|