PWM
PBMares Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Hold |
2,378
| – | – | 0.08% | 111 |
|
|
2025
Q1 | $447K | Hold |
2,378
| – | – | 0.09% | 116 |
|
|
2024
Q4 | $440K | Buy |
2,378
+55
| +2% | +$10.2K | 0.09% | 119 |
|
|
2024
Q3 | $441K | Buy |
2,323
+360
| +18% | +$68.3K | 0.09% | 117 |
|
|
2024
Q2 | $342K | Hold |
1,963
| – | – | 0.08% | 134 |
|
|
2024
Q1 | $352K | Hold |
1,963
| – | – | 0.09% | 128 |
|
|
2023
Q4 | $324K | Hold |
1,963
| – | – | 0.1% | 131 |
|
|
2023
Q3 | $298K | Buy |
1,963
+21
| +1% | +$3.19K | 0.11% | 131 |
|
|
2023
Q2 | $306K | Buy |
1,942
+411
| +27% | +$64.9K | 0.11% | 135 |
|
|
2023
Q1 | $233K | Hold |
1,531
| – | – | 0.09% | 156 |
|
|
2022
Q4 | $232K | Hold |
1,531
| – | – | 0.09% | 144 |
|
|
2022
Q3 | $208K | Hold |
1,531
| – | – | 0.09% | 148 |
|
|
2022
Q2 | $222K | Hold |
1,531
| – | – | 0.1% | 140 |
|
|
2022
Q1 | $254K | Sell |
1,531
-334
| -18% | -$55.4K | 0.16% | 128 |
|
|
2021
Q4 | $313K | Buy |
+1,865
| New | +$313K | 0.13% | 122 |
|
|
2020
Q1 | – | Sell |
-2,203
| Closed | -$301K | – | 120 |
|
|
2019
Q4 | $301K | Buy |
+2,203
| New | +$301K | 0.36% | 85 |
|