Pecaut & Co’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 | $239K | Sell |
1,229
-36
| -3% | -$7K | 0.08% | 73 |
|
|
2025
Q1 | $238K | Buy |
+1,265
| New | +$238K | 0.08% | 69 |
|
|
2024
Q4 | – | Sell |
-1,059
| Closed | -$201K | – | 76 |
|
|
2024
Q3 | $201K | Buy |
+1,059
| New | +$201K | 0.07% | 71 |
|
|
2023
Q4 | – | Sell |
-1,032
| Closed | -$157K | – | 91 |
|
|
2023
Q3 | $157K | Hold |
1,032
| – | – | 0.07% | 78 |
|
|
2023
Q2 | $163K | Buy |
1,032
+4
| +0.4% | +$631 | 0.07% | 80 |
|
|
2023
Q1 | $157K | Hold |
1,028
| – | – | 0.07% | 82 |
|
|
2022
Q4 | $156K | Buy |
+1,028
| New | +$156K | 0.07% | 81 |
|
|
2019
Q4 | – | Sell |
-11
| Closed | -$1K | – | 68 |
|
|
2019
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 68 |
|