PACK Private Wealth’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 | $358K | Hold |
1,842
| – | – | 0.19% | 28 |
|
|
2025
Q1 | $347K | Hold |
1,842
| – | – | 0.21% | 27 |
|
|
2024
Q4 | $341K | Hold |
1,842
| – | – | 0.2% | 29 |
|
|
2024
Q3 | $350K | Hold |
1,842
| – | – | 0.2% | 28 |
|
|
2024
Q2 | $321K | Hold |
1,842
| – | – | 0.2% | 29 |
|
|
2024
Q1 | $330K | Hold |
1,842
| – | – | 0.21% | 29 |
|
|
2023
Q4 | $304K | Hold |
1,842
| – | – | 0.21% | 28 |
|
|
2023
Q3 | $277K | Hold |
1,842
| – | – | 0.21% | 30 |
|
|
2023
Q2 | $291K | Hold |
1,842
| – | – | 0.22% | 30 |
|
|
2023
Q1 | $280K | Hold |
1,842
| – | – | 0.22% | 28 |
|
|
2022
Q4 | $279K | Hold |
1,842
| – | – | 0.24% | 28 |
|
|
2022
Q3 | $250K | Hold |
1,842
| – | – | 0.24% | 32 |
|
|
2022
Q2 | $267K | Hold |
1,842
| – | – | 0.24% | 29 |
|
|
2022
Q1 | $306K | Hold |
1,842
| – | – | 0.25% | 30 |
|
|
2021
Q4 | $309K | Buy |
+1,842
| New | +$309K | 0.25% | 33 |
|