&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 | $17.2M | Buy |
88,728
+15,004
| +20% | +$2.91M | 0.13% | 156 |
|
|
2025
Q1 | $13.7M | Sell |
73,724
-17,334
| -19% | -$3.23M | 0.15% | 140 |
|
|
2024
Q4 | $17M | Buy |
91,058
+54,281
| +148% | +$10.1M | 0.2% | 109 |
|
|
2024
Q3 | $6.97M | Buy |
36,777
+8,463
| +30% | +$1.61M | 0.13% | 157 |
|
|
2024
Q2 | $4.94M | Buy |
28,314
+23,121
| +445% | +$4.03M | 0.22% | 104 |
|
|
2024
Q1 | $930K | Sell |
5,193
-5,615
| -52% | -$1.01M | 0.13% | 163 |
|
|
2023
Q4 | $1.78M | Buy |
+10,808
| New | +$1.78M | 0.43% | 58 |
|