Partners in Financial Planning’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 | $806K | Buy |
4,151
+1
| +0% | +$194 | 0.15% | 52 |
|
|
2025
Q1 | $781K | Buy |
4,150
+1
| +0% | +$188 | 0.16% | 52 |
|
|
2024
Q4 | $768K | Hold |
4,149
| – | – | 0.16% | 51 |
|
|
2024
Q3 | $787K | Hold |
4,149
| – | – | 0.16% | 49 |
|
|
2024
Q2 | $724K | Hold |
4,149
| – | – | 0.16% | 51 |
|
|
2024
Q1 | $743K | Hold |
4,149
| – | – | 0.17% | 53 |
|
|
2023
Q4 | $686K | Hold |
4,149
| – | – | 0.16% | 52 |
|
|
2023
Q3 | $630K | Hold |
4,149
| – | – | 0.16% | 52 |
|
|
2023
Q2 | $655K | Hold |
4,149
| – | – | 0.17% | 52 |
|
|
2023
Q1 | $632K | Hold |
4,149
| – | – | 0.17% | 53 |
|
|
2022
Q4 | $629K | Hold |
4,149
| – | – | 0.17% | 51 |
|
|
2022
Q3 | $642K | Buy |
4,149
+1,173
| +39% | +$182K | 0.18% | 50 |
|
|
2022
Q2 | $460K | Buy |
+2,976
| New | +$460K | 0.15% | 57 |
|
|
2022
Q1 | – | Sell |
-2,710
| Closed | -$444K | – | 94 |
|
|
2021
Q4 | $444K | Hold |
2,710
| – | – | 0.14% | 55 |
|
|
2021
Q3 | $424K | Hold |
2,710
| – | – | 0.13% | 55 |
|
|
2021
Q2 | $430K | Buy |
+2,710
| New | +$430K | 0.13% | 52 |
|