Patriot Investment Management 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 | $228K | Hold |
1,173
| – | – | 0.02% | 226 |
|
|
2025
Q1 | $221K | Hold |
1,173
| – | – | 0.02% | 217 |
|
|
2024
Q4 | $217K | Hold |
1,173
| – | – | 0.02% | 221 |
|
|
2024
Q3 | $223K | Hold |
1,173
| – | – | 0.02% | 228 |
|
|
2024
Q2 | $205K | Hold |
1,173
| – | – | 0.02% | 236 |
|
|
2024
Q1 | $210K | Buy |
+1,173
| New | +$210K | 0.02% | 235 |
|
|
2023
Q1 | – | Sell |
-773
| Closed | -$123K | – | 319 |
|
|
2022
Q4 | $123K | Buy |
+773
| New | +$123K | 0.01% | 266 |
|
|
2020
Q3 | – | Sell |
-773
| Closed | -$87.1K | – | 423 |
|
|
2020
Q2 | $87.1K | Buy |
+773
| New | +$87.1K | 0.01% | 279 |
|