Pineridge 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 | $27.9K | Buy |
144
+1
| +0.7% | +$194 | 0.01% | 145 |
|
|
2025
Q1 | $26.9K | Sell |
143
-319
| -69% | -$60.1K | 0.01% | 156 |
|
|
2024
Q4 | $85.5K | Buy |
462
+3
| +0.7% | +$555 | 0.03% | 102 |
|
|
2024
Q3 | $87.2K | Sell |
459
-109
| -19% | -$20.7K | 0.03% | 101 |
|
|
2024
Q2 | $99.1K | Hold |
568
| – | – | 0.03% | 99 |
|
|
2024
Q1 | $102K | Hold |
568
| – | – | 0.04% | 88 |
|
|
2023
Q4 | $93.9K | Buy |
+568
| New | +$93.9K | 0.03% | 115 |
|