NFP Retirement Inc’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 | $531K | Buy |
2,736
+422
| +18% | +$82K | 0.04% | 194 |
|
|
2025
Q1 | $435K | Buy |
2,314
+11
| +0.5% | +$2.07K | 0.03% | 193 |
|
|
2024
Q4 | $426K | Hold |
2,303
| – | – | 0.03% | 200 |
|
|
2024
Q3 | $437K | Buy |
2,303
+364
| +19% | +$69.1K | 0.04% | 198 |
|
|
2024
Q2 | $338K | Hold |
1,939
| – | – | 0.03% | 215 |
|
|
2024
Q1 | $347K | Sell |
1,939
-257
| -12% | -$46K | 0.03% | 217 |
|
|
2023
Q4 | $363K | Buy |
2,196
+242
| +12% | +$40K | 0.06% | 172 |
|
|
2023
Q3 | $297K | Sell |
1,954
-337
| -15% | -$51.2K | 0.06% | 184 |
|
|
2023
Q2 | $362K | Sell |
2,291
-298
| -12% | -$47K | 0.07% | 168 |
|
|
2023
Q1 | $394K | Buy |
2,589
+3
| +0.1% | +$457 | 0.08% | 172 |
|
|
2022
Q4 | $392K | Buy |
2,586
+23
| +0.9% | +$3.49K | 0.09% | 167 |
|
|
2022
Q3 | $349K | Hold |
2,563
| – | – | 0.09% | 164 |
|
|
2022
Q2 | $372K | Buy |
2,563
+623
| +32% | +$90.3K | 0.09% | 162 |
|
|
2022
Q1 | $322K | Buy |
+1,940
| New | +$322K | 0.08% | 174 |
|