Northwest Quadrant Wealth 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 | $269K | Buy |
1,383
+6
| +0.4% | +$1.17K | 0.06% | 52 |
|
|
2025
Q1 | $259K | Sell |
1,377
-83
| -6% | -$15.6K | 0.06% | 54 |
|
|
2024
Q4 | $270K | Buy |
1,460
+96
| +7% | +$17.8K | 0.06% | 57 |
|
|
2024
Q3 | $259K | Buy |
1,364
+7
| +0.5% | +$1.33K | 0.06% | 53 |
|
|
2024
Q2 | $237K | Buy |
1,357
+6
| +0.4% | +$1.05K | 0.06% | 55 |
|
|
2024
Q1 | $242K | Buy |
1,351
+6
| +0.4% | +$1.08K | 0.06% | 57 |
|
|
2023
Q4 | $222K | Buy |
1,345
+16
| +1% | +$2.65K | 0.06% | 59 |
|
|
2023
Q3 | $202K | Buy |
+1,329
| New | +$202K | 0.06% | 60 |
|