Northern Financial Advisors’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 | $220K | Hold |
1,134
| – | – | 0.17% | 101 |
|
|
2025
Q1 | $213K | Hold |
1,134
| – | – | 0.18% | 102 |
|
|
2024
Q4 | $210K | Hold |
1,134
| – | – | 0.17% | 104 |
|
|
2024
Q3 | $215K | Buy |
+1,134
| New | +$215K | 0.16% | 101 |
|
|
2024
Q2 | – | Sell |
-1,234
| Closed | -$221K | – | 111 |
|
|
2024
Q1 | $221K | Hold |
1,234
| – | – | 0.17% | 113 |
|
|
2023
Q4 | $204K | Sell |
1,234
-300
| -20% | -$49.6K | 0.17% | 114 |
|
|
2023
Q3 | $233K | Hold |
1,534
| – | – | 0.21% | 106 |
|
|
2023
Q2 | $242K | Hold |
1,534
| – | – | 0.21% | 103 |
|
|
2023
Q1 | $234K | Hold |
1,534
| – | – | 0.22% | 105 |
|
|
2022
Q4 | $233K | Buy |
+1,534
| New | +$233K | 0.26% | 87 |
|