Prosperity Consulting Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
5,204
+1,842
| +55% | +$358K | 0.07% | 225 |
|
|
2025
Q1 | $633K | Sell |
3,362
-14,696
| -81% | -$2.77M | 0.05% | 273 |
|
|
2024
Q4 | $3.34M | Buy |
18,058
+14,671
| +433% | +$2.72M | 0.25% | 90 |
|
|
2024
Q3 | $643K | Sell |
3,387
-661
| -16% | -$125K | 0.05% | 281 |
|
|
2024
Q2 | $706K | Sell |
4,048
-374
| -8% | -$65.3K | 0.1% | 149 |
|
|
2024
Q1 | $792K | Sell |
4,422
-15,757
| -78% | -$2.82M | 0.1% | 146 |
|
|
2023
Q4 | $3.33M | Buy |
20,179
+15,058
| +294% | +$2.49M | 1.12% | 20 |
|
|
2023
Q3 | $777K | Buy |
+5,121
| New | +$777K | 0.36% | 67 |
|