Northwest Capital 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 | – | Sell |
-298
| Closed | -$56.1K | – | 397 |
|
|
2025
Q1 | $56.1K | Hold |
298
| – | – | 0.02% | 188 |
|
|
2024
Q4 | $55.2K | Hold |
298
| – | – | 0.02% | 184 |
|
|
2024
Q3 | $56.6K | Hold |
298
| – | – | 0.02% | 186 |
|
|
2024
Q2 | $52K | Sell |
298
-505
| -63% | -$88.1K | 0.02% | 183 |
|
|
2024
Q1 | $144K | Hold |
803
| – | – | 0.05% | 153 |
|
|
2023
Q4 | $133K | Hold |
803
| – | – | 0.04% | 155 |
|
|
2023
Q3 | $122K | Hold |
803
| – | – | 0.05% | 149 |
|
|
2023
Q2 | $127K | Buy |
+803
| New | +$127K | 0.05% | 144 |
|