Quotient 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 | $1.85M | Sell |
9,522
-41
| -0.4% | -$7.96K | 0.05% | 81 |
|
|
2025
Q1 | $1.8M | Sell |
9,563
-56
| -0.6% | -$10.5K | 0.06% | 74 |
|
|
2024
Q4 | $1.78M | Hold |
9,619
| – | – | 0.06% | 69 |
|
|
2024
Q3 | $1.83M | Sell |
9,619
-148
| -2% | -$28.1K | 0.06% | 69 |
|
|
2024
Q2 | $1.7M | Buy |
9,767
+28
| +0.3% | +$4.89K | 0.06% | 71 |
|
|
2024
Q1 | $1.74M | Sell |
9,739
-136
| -1% | -$24.4K | 0.06% | 81 |
|
|
2023
Q4 | $1.63M | Buy |
+9,875
| New | +$1.63M | 0.06% | 90 |
|