Paladin Advisory 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
Q2 | $1.62M | Buy |
8,362
+1,915
| +30% | +$372K | 1.24% | 28 |
|
|
2025
Q1 | $1.21M | Buy |
6,447
+53
| +0.8% | +$9.97K | 0.97% | 34 |
|
|
2024
Q4 | $1.18M | Sell |
6,394
-108
| -2% | -$20K | 0.91% | 35 |
|
|
2024
Q3 | $1.23M | Buy |
6,502
+2,760
| +74% | +$524K | 0.91% | 35 |
|
|
2024
Q2 | $649K | Buy |
3,742
+78
| +2% | +$13.5K | 0.51% | 40 |
|
|
2024
Q1 | $653K | Hold |
3,664
| – | – | 0.52% | 39 |
|
|
2023
Q4 | $605K | Hold |
3,664
| – | – | 0.5% | 41 |
|
|
2023
Q3 | $556K | Hold |
3,664
| – | – | 0.47% | 45 |
|
|
2023
Q2 | $578K | Hold |
3,664
| – | – | 0.46% | 45 |
|
|
2023
Q1 | $558K | Buy |
+3,664
| New | +$558K | 0.46% | 45 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 118 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 117 |
|
|
2022
Q2 | – | Sell |
-4,007
| Closed | -$667K | – | 118 |
|
|
2022
Q1 | $667K | Buy |
+4,007
| New | +$667K | 0.54% | 46 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 116 |
|