Quadcap 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 | $3.19M | Sell |
16,405
-43
| -0.3% | -$8.35K | 0.4% | 52 |
|
|
2025
Q1 | $3.09M | Sell |
16,448
-789
| -5% | -$148K | 0.45% | 49 |
|
|
2024
Q4 | $3.19M | Sell |
17,237
-7,014
| -29% | -$1.3M | 0.47% | 39 |
|
|
2024
Q3 | $4.6M | Sell |
24,251
-4
| -0% | -$759 | 0.72% | 26 |
|
|
2024
Q2 | $4.23M | Buy |
24,255
+955
| +4% | +$167K | 0.76% | 25 |
|
|
2024
Q1 | $4.17M | Sell |
23,300
-1,604
| -6% | -$287K | 0.95% | 18 |
|
|
2023
Q4 | $4.12M | Buy |
+24,904
| New | +$4.12M | 1.06% | 16 |
|