Planning Alternatives’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 | $267K | Hold |
1,373
| – | – | 0.04% | 70 |
|
|
2025
Q1 | $258K | Hold |
1,373
| – | – | 0.04% | 70 |
|
|
2024
Q4 | $254K | Hold |
1,373
| – | – | 0.04% | 54 |
|
|
2024
Q3 | $261K | Buy |
+1,373
| New | +$261K | 0.04% | 53 |
|
|
2016
Q2 | – | Sell |
-2,028
| Closed | -$200K | – | 53 |
|
|
2016
Q1 | $200K | Buy |
+2,028
| New | +$200K | 0.04% | 47 |
|