O'Dell Group’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
Q1 | – | Sell |
-1,577
| Closed | -$292K | – | 62 |
|
|
2024
Q4 | $292K | Buy |
1,577
+297
| +23% | +$55K | 0.07% | 73 |
|
|
2024
Q3 | $243K | Sell |
1,280
-175
| -12% | -$33.2K | 0.05% | 82 |
|
|
2024
Q2 | $261K | Hold |
1,455
| – | – | 0.06% | 73 |
|
|
2024
Q1 | $261K | Hold |
1,455
| – | – | 0.06% | 73 |
|
|
2023
Q4 | $240K | Buy |
+1,455
| New | +$240K | 0.06% | 74 |
|