Nabity-Jensen Investment 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 | $1.52M | Hold |
7,818
| – | – | 1.12% | 20 |
|
|
2025
Q1 | $1.47M | Hold |
7,818
| – | – | 1.17% | 20 |
|
|
2024
Q4 | $1.45M | Hold |
7,818
| – | – | 1.09% | 22 |
|
|
2024
Q3 | $1.48M | Hold |
7,818
| – | – | 1.14% | 20 |
|
|
2024
Q2 | $1.36M | Hold |
7,818
| – | – | 1.12% | 21 |
|
|
2024
Q1 | $1.4M | Hold |
7,818
| – | – | 1.15% | 20 |
|
|
2023
Q4 | $1.29M | Buy |
+7,818
| New | +$1.29M | 1.16% | 20 |
|