Peloton Wealth Strategists’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
Q1 | – | Sell |
-9,367
| Closed | -$1.73M | – | 95 |
|
|
2024
Q4 | $1.73M | Buy |
9,367
+77
| +0.8% | +$14.3K | 0.7% | 51 |
|
|
2024
Q3 | $1.76M | Buy |
9,290
+86
| +0.9% | +$16.3K | 0.7% | 53 |
|
|
2024
Q2 | $1.61M | Sell |
9,204
-196
| -2% | -$34.2K | 0.66% | 50 |
|
|
2024
Q1 | $1.68M | Buy |
9,400
+624
| +7% | +$112K | 0.68% | 50 |
|
|
2023
Q4 | $1.45M | Buy |
+8,776
| New | +$1.45M | 0.63% | 56 |
|
|
2021
Q4 | – | Sell |
-10,035
| Closed | -$1.57M | – | 90 |
|
|
2021
Q3 | $1.57M | Sell |
10,035
-28
| -0.3% | -$4.38K | 0.64% | 57 |
|
|
2021
Q2 | $1.6M | Buy |
10,063
+228
| +2% | +$36.2K | 0.66% | 55 |
|
|
2021
Q1 | $1.49M | Buy |
9,835
+821
| +9% | +$124K | 0.7% | 50 |
|
|
2020
Q4 | $1.23M | Sell |
9,014
-4,785
| -35% | -$654K | 0.61% | 49 |
|
|
2020
Q3 | $1.63M | Sell |
13,799
-471
| -3% | -$55.6K | 0.91% | 42 |
|
|
2020
Q2 | $1.61M | Sell |
14,270
-211
| -1% | -$23.8K | 1.01% | 40 |
|
|
2020
Q1 | $1.44M | Buy |
14,481
+3,823
| +36% | +$379K | 1.17% | 37 |
|
|
2019
Q4 | $1.46M | Buy |
+10,658
| New | +$1.46M | 0.88% | 46 |
|