Philip James Wealth Mangement’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 | $353K | Buy |
1,820
+8
| +0.4% | +$1.55K | 0.05% | 129 |
|
|
2025
Q1 | $341K | Sell |
1,812
-324
| -15% | -$61K | 0.04% | 127 |
|
|
2024
Q4 | $395K | Buy |
2,136
+11
| +0.5% | +$2.04K | 0.05% | 119 |
|
|
2024
Q3 | $403K | Buy |
2,125
+11
| +0.5% | +$2.09K | 0.05% | 109 |
|
|
2024
Q2 | $369K | Buy |
2,114
+9
| +0.4% | +$1.57K | 0.25% | 41 |
|
|
2024
Q1 | $377K | Buy |
2,105
+9
| +0.4% | +$1.61K | 0.27% | 42 |
|
|
2023
Q4 | $346K | Buy |
+2,096
| New | +$346K | 0.27% | 47 |
|