RDWM
Red Door Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
2,056
-281
| -12% | -$54.6K | 0.05% | 182 |
|
|
2025
Q1 | $440K | Sell |
2,337
-93
| -4% | -$17.5K | 0.07% | 154 |
|
|
2024
Q4 | $450K | Hold |
2,430
| – | – | 0.07% | 146 |
|
|
2024
Q3 | $461K | Hold |
2,430
| – | – | 0.08% | 134 |
|
|
2024
Q2 | $424K | Hold |
2,430
| – | – | 0.07% | 131 |
|
|
2024
Q1 | $435K | Sell |
2,430
-2,041
| -46% | -$366K | 0.08% | 128 |
|
|
2023
Q4 | $739K | Hold |
4,471
| – | – | 0.16% | 91 |
|
|
2023
Q3 | $679K | Sell |
4,471
-3,854
| -46% | -$585K | 0.17% | 83 |
|
|
2023
Q2 | $1.31M | Buy |
8,325
+5,895
| +243% | +$930K | 0.29% | 65 |
|
|
2023
Q1 | $370K | Hold |
2,430
| – | – | 0.12% | 108 |
|
|
2022
Q4 | $369K | Hold |
2,430
| – | – | 0.12% | 106 |
|
|
2022
Q3 | $330K | Hold |
2,430
| – | – | 0.13% | 105 |
|
|
2022
Q2 | $352K | Sell |
2,430
-76
| -3% | -$11K | 0.13% | 101 |
|
|
2022
Q1 | $416K | Hold |
2,506
| – | – | 0.14% | 99 |
|
|
2021
Q4 | $420K | Buy |
2,506
+374
| +18% | +$62.7K | 0.14% | 109 |
|
|
2021
Q3 | $334K | Buy |
2,132
+1,963
| +1,162% | +$308K | 0.13% | 121 |
|
|
2021
Q2 | $26K | Buy |
+169
| New | +$26K | 0.01% | 317 |
|