Proathlete 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 | $25.8M | Buy |
132,614
+62,412
| +89% | +$12.1M | 8.2% | 3 |
|
|
2025
Q1 | $13.2M | Buy |
70,202
+6,309
| +10% | +$1.19M | 4.82% | 5 |
|
|
2024
Q4 | $11.8M | Buy |
63,893
+8,325
| +15% | +$1.54M | 4.45% | 6 |
|
|
2024
Q3 | $10.5M | Buy |
55,568
+5,840
| +12% | +$1.11M | 4.35% | 7 |
|
|
2024
Q2 | $8.68M | Buy |
49,728
+5,866
| +13% | +$1.02M | 4.11% | 7 |
|
|
2024
Q1 | $7.86M | Buy |
43,862
+7,011
| +19% | +$1.26M | 4.18% | 7 |
|
|
2023
Q4 | $6.09M | Buy |
+36,851
| New | +$6.09M | 3.6% | 7 |
|