Precedent Wealth Partners’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 | $2.56M | Hold |
13,204
| – | – | 0.63% | 49 |
|
|
2025
Q1 | $2.48M | Sell |
13,204
-201
| -1% | -$37.8K | 0.69% | 44 |
|
|
2024
Q4 | $2.48M | Hold |
13,405
| – | – | 0.81% | 34 |
|
|
2024
Q3 | $2.54M | Buy |
13,405
+27
| +0.2% | +$5.13K | 0.84% | 34 |
|
|
2024
Q2 | $2.33M | Hold |
13,378
| – | – | 0.94% | 27 |
|
|
2024
Q1 | $2.4M | Hold |
13,378
| – | – | 1.03% | 21 |
|
|
2023
Q4 | $2.21M | Buy |
+13,378
| New | +$2.21M | 1.12% | 14 |
|