Premier Path 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 | $3.47M | Sell |
17,884
-2,365
| -12% | -$459K | 0.48% | 42 |
|
|
2025
Q1 | $3.81M | Sell |
20,249
-13,922
| -41% | -$2.62M | 0.59% | 37 |
|
|
2024
Q4 | $6.33M | Buy |
34,171
+12,900
| +61% | +$2.39M | 0.96% | 25 |
|
|
2024
Q3 | $4.04M | Sell |
21,271
-520
| -2% | -$98.7K | 0.64% | 35 |
|
|
2024
Q2 | $3.8M | Sell |
21,791
-1,543
| -7% | -$269K | 0.65% | 35 |
|
|
2024
Q1 | $4.17M | Sell |
23,334
-12,893
| -36% | -$2.31M | 0.79% | 30 |
|
|
2023
Q4 | $5.95M | Buy |
+36,227
| New | +$5.95M | 1.32% | 15 |
|