Noble Family Wealth’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 | $16.5M | Buy |
84,917
+1,946
| +2% | +$378K | 4.03% | 10 |
|
|
2025
Q1 | $15.6M | Sell |
82,971
-1,781
| -2% | -$335K | 4.3% | 9 |
|
|
2024
Q4 | $15.6M | Sell |
84,752
-273
| -0.3% | -$50.4K | 4.31% | 9 |
|
|
2024
Q3 | $16.1M | Buy |
85,025
+12
| +0% | +$2.28K | 4.34% | 9 |
|
|
2024
Q2 | $14.8M | Sell |
85,013
-287
| -0.3% | -$50.1K | 4.27% | 9 |
|
|
2024
Q1 | $15.3M | Sell |
85,300
-274
| -0.3% | -$49.1K | 4.35% | 9 |
|
|
2023
Q4 | $14.1M | Sell |
85,574
-1,577
| -2% | -$261K | 4.28% | 9 |
|
|
2023
Q3 | $13.2M | Sell |
87,151
-1,635
| -2% | -$248K | 4.46% | 8 |
|
|
2023
Q2 | $14M | Sell |
88,786
-666
| -0.7% | -$105K | 4.56% | 8 |
|
|
2023
Q1 | $13.6M | Buy |
+89,452
| New | +$13.6M | 4.65% | 8 |
|