Nvest Financial’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 | $838K | Buy |
4,313
+8
| +0.2% | +$1.55K | 0.44% | 55 |
|
|
2025
Q1 | $810K | Sell |
4,305
-11
| -0.3% | -$2.07K | 0.43% | 53 |
|
|
2024
Q4 | $799K | Buy |
4,316
+86
| +2% | +$15.9K | 0.41% | 62 |
|
|
2024
Q3 | $803K | Sell |
4,230
-27
| -0.6% | -$5.13K | 0.46% | 57 |
|
|
2024
Q2 | $743K | Hold |
4,257
| – | – | 0.46% | 50 |
|
|
2024
Q1 | $762K | Buy |
4,257
+335
| +9% | +$60K | 0.51% | 49 |
|
|
2023
Q4 | $648K | Sell |
3,922
-9
| -0.2% | -$1.49K | 0.51% | 43 |
|
|
2023
Q3 | $597K | Buy |
3,931
+176
| +5% | +$26.7K | 0.56% | 36 |
|
|
2023
Q2 | $593K | Buy |
3,755
+1,716
| +84% | +$271K | 0.52% | 38 |
|
|
2023
Q1 | $311K | Buy |
+2,039
| New | +$311K | 0.32% | 53 |
|