NewSquare Capital’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 | $3.89K | Buy |
+20
| New | +$3.89K | ﹤0.01% | 853 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1203 |
|
|
2024
Q2 | – | Sell |
-30
| Closed | -$5.37K | – | 414 |
|
|
2024
Q1 | $5.37K | Hold |
30
| – | – | ﹤0.01% | 290 |
|
|
2023
Q4 | $4.96K | Hold |
30
| – | – | ﹤0.01% | 317 |
|
|
2023
Q3 | $4.56K | Buy |
30
+10
| +50% | +$1.52K | ﹤0.01% | 387 |
|
|
2023
Q2 | $3.16K | Hold |
20
| – | – | ﹤0.01% | 475 |
|
|
2023
Q1 | $3.05K | Buy |
+20
| New | +$3.05K | ﹤0.01% | 520 |
|