PTP
Platform Technology Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Buy |
2,269
+56
| +3% | +$10.9K | 0.12% | 161 |
|
|
2025
Q1 | $416K | Buy |
2,213
+2
| +0.1% | +$376 | 0.12% | 151 |
|
|
2024
Q4 | $409K | Buy |
2,211
+1
| +0% | +$185 | 0.12% | 142 |
|
|
2024
Q3 | $419K | Buy |
2,210
+756
| +52% | +$143K | 0.13% | 142 |
|
|
2024
Q2 | $254K | Buy |
+1,454
| New | +$254K | 0.09% | 185 |
|
|
2023
Q4 | $244K | Buy |
+1,451
| New | +$244K | 0.09% | 175 |
|
|
2022
Q3 | – | Sell |
-2,021
| Closed | -$293K | – | 203 |
|
|
2022
Q2 | $293K | Buy |
2,021
+16
| +0.8% | +$2.32K | 0.16% | 133 |
|
|
2022
Q1 | $333K | Sell |
2,005
-62
| -3% | -$10.3K | 0.16% | 140 |
|
|
2021
Q4 | $347K | Hold |
2,067
| – | – | 0.15% | 147 |
|
|
2021
Q3 | $324K | Hold |
2,067
| – | – | 0.15% | 158 |
|
|
2021
Q2 | $328K | Buy |
+2,067
| New | +$328K | 0.14% | 174 |
|
|
2020
Q4 | $264K | Buy |
+1,933
| New | +$264K | 0.13% | 169 |
|