PSP
Pacific Sage Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28M | Buy |
144,126
+2,813
| +2% | +$546K | 5.56% | 5 |
|
|
2025
Q1 | $26.6M | Buy |
141,313
+3,693
| +3% | +$695K | 5.99% | 5 |
|
|
2024
Q4 | $25.5M | Buy |
137,620
+3,869
| +3% | +$716K | 5.81% | 5 |
|
|
2024
Q3 | $25.4M | Buy |
133,751
+3,837
| +3% | +$728K | 6.04% | 5 |
|
|
2024
Q2 | $22.7M | Buy |
129,914
+10,048
| +8% | +$1.75M | 5.62% | 5 |
|
|
2024
Q1 | $21.5M | Sell |
119,866
-1,861
| -2% | -$333K | 5.56% | 5 |
|
|
2023
Q4 | $20.1M | Buy |
121,727
+780
| +0.6% | +$129K | 5.51% | 5 |
|
|
2023
Q3 | $18.4M | Sell |
120,947
-33,864
| -22% | -$5.14M | 5.52% | 5 |
|
|
2023
Q2 | $24.4M | Buy |
154,811
+26,025
| +20% | +$4.11M | 7.23% | 5 |
|
|
2023
Q1 | $19.6M | Buy |
128,786
+1,552
| +1% | +$236K | 6.31% | 5 |
|
|
2022
Q4 | $19.3M | Buy |
+127,234
| New | +$19.3M | 6.41% | 5 |
|