PFW Advisors’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 | $22.2M | Sell |
114,125
-3,944
| -3% | -$766K | 6.82% | 4 |
|
|
2025
Q1 | $22.2M | Sell |
118,069
-2,657
| -2% | -$500K | 6.97% | 4 |
|
|
2024
Q4 | $22.4M | Buy |
+120,726
| New | +$22.4M | 6.87% | 4 |
|
|
2024
Q2 | $21.3M | Sell |
122,368
-2,746
| -2% | -$479K | 6.79% | 4 |
|
|
2024
Q1 | $22.4M | Sell |
125,114
-2,508
| -2% | -$449K | 6.85% | 4 |
|
|
2023
Q4 | $21.1M | Buy |
127,622
+2,949
| +2% | +$487K | 6.74% | 4 |
|
|
2023
Q3 | $18.9M | Buy |
124,673
+380
| +0.3% | +$57.7K | 6.68% | 4 |
|
|
2023
Q2 | $20M | Buy |
+124,293
| New | +$20M | 6.67% | 4 |
|
|
2019
Q3 | $23.2M | Buy |
+122,073
| New | +$23.2M | 7.01% | 4 |
|