Personal CFO Solutions’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 | $1.96M | Buy |
10,087
+5,331
| +112% | +$1.04M | 0.36% | 50 |
|
|
2025
Q1 | $895K | Sell |
4,756
-2,937
| -38% | -$553K | 0.18% | 116 |
|
|
2024
Q4 | $1.42M | Buy |
7,693
+3,029
| +65% | +$561K | 0.28% | 66 |
|
|
2024
Q3 | $885K | Sell |
4,664
-3,526
| -43% | -$669K | 0.12% | 166 |
|
|
2024
Q2 | $1.43M | Buy |
8,190
+3,527
| +76% | +$615K | 0.22% | 85 |
|
|
2024
Q1 | $835K | Sell |
4,663
-3,911
| -46% | -$701K | 0.13% | 157 |
|
|
2023
Q4 | $1.42M | Buy |
8,574
+2,536
| +42% | +$419K | 0.25% | 77 |
|
|
2023
Q3 | $917K | Buy |
6,038
+3,096
| +105% | +$470K | 0.18% | 107 |
|
|
2023
Q2 | $464K | Hold |
2,942
| – | – | 0.09% | 219 |
|
|
2023
Q1 | $448K | Sell |
2,942
-538
| -15% | -$81.9K | 0.09% | 215 |
|
|
2022
Q4 | $528K | Sell |
3,480
-647
| -16% | -$98.1K | 0.11% | 181 |
|
|
2022
Q3 | $561K | Sell |
4,127
-8,677
| -68% | -$1.18M | 0.14% | 141 |
|
|
2022
Q2 | $1.86M | Buy |
12,804
+9,177
| +253% | +$1.33M | 0.44% | 47 |
|
|
2022
Q1 | $602K | Sell |
3,627
-940
| -21% | -$156K | 0.12% | 164 |
|
|
2021
Q4 | $767K | Buy |
4,567
+327
| +8% | +$54.9K | 0.14% | 137 |
|
|
2021
Q3 | $664K | Buy |
4,240
+300
| +8% | +$47K | 0.14% | 147 |
|
|
2021
Q2 | $625K | Buy |
3,940
+540
| +16% | +$85.7K | 0.13% | 155 |
|
|
2021
Q1 | $515K | Sell |
3,400
-4,682
| -58% | -$709K | 0.11% | 168 |
|
|
2020
Q4 | $1.11M | Buy |
8,082
+3,882
| +92% | +$531K | 0.27% | 84 |
|
|
2020
Q3 | $0 | Hold |
4,200
| – | – | ﹤0.01% | 239 |
|
|
2020
Q2 | $473K | Sell |
4,200
-16,643
| -80% | -$1.87M | 0.14% | 137 |
|
|
2020
Q1 | $2.07M | Buy |
20,843
+11,864
| +132% | +$1.18M | 0.74% | 29 |
|
|
2019
Q4 | $1.23M | Buy |
8,979
+1,324
| +17% | +$181K | 0.35% | 60 |
|
|
2019
Q3 | $982K | Buy |
+7,655
| New | +$982K | 0.39% | 62 |
|