ORG Partners’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 | $585K | Buy |
2,985
+662
| +28% | +$130K | 0.12% | 148 |
|
|
2025
Q1 | $437K | Buy |
2,323
+1,050
| +82% | +$197K | 0.11% | 160 |
|
|
2024
Q4 | $236K | Buy |
1,273
+455
| +56% | +$84.3K | 0.03% | 297 |
|
|
2024
Q3 | $155K | Hold |
818
| – | – | 0.02% | 318 |
|
|
2024
Q2 | $142K | Buy |
+818
| New | +$142K | 0.02% | 500 |
|
|
2024
Q1 | – | Sell |
-1,704
| Closed | -$282K | – | 809 |
|
|
2023
Q4 | $282K | Buy |
1,704
+1,006
| +144% | +$166K | 0.05% | 248 |
|
|
2023
Q3 | $106K | Buy |
698
+481
| +222% | +$73K | 0.03% | 393 |
|
|
2023
Q2 | $34.7K | Buy |
+217
| New | +$34.7K | 0.01% | 749 |
|