MYeCFO’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 | $1.72M | Sell |
8,838
-310
| -3% | -$60.2K | 0.84% | 24 |
|
|
2025
Q1 | $1.72M | Hold |
9,148
| – | – | 0.91% | 22 |
|
|
2024
Q4 | $1.69M | Sell |
9,148
-470
| -5% | -$87K | 0.91% | 22 |
|
|
2024
Q3 | $1.83M | Buy |
9,618
+6
| +0.1% | +$1.14K | 0.99% | 22 |
|
|
2024
Q2 | $1.68M | Sell |
9,612
-140
| -1% | -$24.4K | 0.97% | 22 |
|
|
2024
Q1 | $1.75M | Sell |
9,752
-965
| -9% | -$173K | 1.02% | 21 |
|
|
2023
Q4 | $1.76M | Buy |
10,717
+696
| +7% | +$114K | 1.11% | 20 |
|
|
2023
Q3 | $1.52M | Buy |
10,021
+5,493
| +121% | +$834K | 1.06% | 21 |
|
|
2023
Q2 | $715K | Buy |
4,528
+480
| +12% | +$75.8K | 0.52% | 28 |
|
|
2023
Q1 | $616K | Buy |
4,048
+100
| +3% | +$15.2K | 0.46% | 30 |
|
|
2022
Q4 | $599K | Buy |
+3,948
| New | +$599K | 0.49% | 29 |
|