Regimen Wealth’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 | $852K | Sell |
4,386
-111
| -2% | -$21.6K | 0.26% | 40 |
|
|
2025
Q1 | $846K | Sell |
4,497
-171
| -4% | -$32.2K | 0.27% | 33 |
|
|
2024
Q4 | $864K | Buy |
4,668
+141
| +3% | +$26.1K | 0.28% | 34 |
|
|
2024
Q3 | $859K | Sell |
4,527
-7
| -0.2% | -$1.33K | 0.28% | 34 |
|
|
2024
Q2 | $791K | Sell |
4,534
-686
| -13% | -$120K | 0.27% | 34 |
|
|
2024
Q1 | $935K | Buy |
5,220
+179
| +4% | +$32.1K | 0.32% | 31 |
|
|
2023
Q4 | $833K | Buy |
5,041
+50
| +1% | +$8.26K | 0.32% | 29 |
|
|
2023
Q3 | $758K | Sell |
4,991
-270
| -5% | -$41K | 0.31% | 29 |
|
|
2023
Q2 | $830K | Sell |
5,261
-3,159
| -38% | -$499K | 0.34% | 30 |
|
|
2023
Q1 | $1.05M | Buy |
8,420
+406
| +5% | +$50.9K | 0.46% | 26 |
|
|
2022
Q4 | $1.22M | Buy |
+8,014
| New | +$1.22M | 0.81% | 20 |
|