Power Wealth Management’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 | $414K | Hold |
2,131
| – | – | 0.16% | 70 |
|
|
2025
Q1 | $401K | Sell |
2,131
-30
| -1% | -$5.65K | 0.16% | 69 |
|
|
2024
Q4 | $400K | Hold |
2,161
| – | – | 0.17% | 69 |
|
|
2024
Q3 | $410K | Hold |
2,161
| – | – | 0.18% | 68 |
|
|
2024
Q2 | $377K | Sell |
2,161
-952
| -31% | -$166K | 0.18% | 76 |
|
|
2024
Q1 | $558K | Buy |
3,113
+1,608
| +107% | +$288K | 0.35% | 59 |
|
|
2023
Q4 | $249K | Buy |
+1,505
| New | +$249K | 0.17% | 79 |
|