RFA
Resurgent Financial Advisors’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 | $3.82M | Sell |
19,642
-1,442
| -7% | -$280K | 2.09% | 8 |
|
|
2025
Q1 | $3.97M | Sell |
21,084
-451
| -2% | -$84.9K | 2.38% | 7 |
|
|
2024
Q4 | $3.99M | Sell |
21,535
-280
| -1% | -$51.8K | 2.35% | 7 |
|
|
2024
Q3 | $4.14M | Buy |
21,815
+3,306
| +18% | +$627K | 2.42% | 6 |
|
|
2024
Q2 | $3.23M | Sell |
18,509
-15,665
| -46% | -$2.73M | 2.01% | 7 |
|
|
2024
Q1 | $6.12M | Buy |
34,174
+17,042
| +99% | +$3.05M | 3.26% | 3 |
|
|
2023
Q4 | $2.83M | Sell |
17,132
-2,672
| -13% | -$442K | 1.74% | 7 |
|
|
2023
Q3 | $3.01M | Buy |
19,804
+247
| +1% | +$37.5K | 2.05% | 6 |
|
|
2023
Q2 | $3.09M | Buy |
19,557
+1,010
| +5% | +$159K | 2.04% | 4 |
|
|
2023
Q1 | $2.82M | Sell |
18,547
-1,630
| -8% | -$248K | 1.88% | 6 |
|
|
2022
Q4 | $3.06M | Buy |
20,177
+6,697
| +50% | +$1.02M | 1.61% | 8 |
|
|
2022
Q3 | $1.83M | Buy |
13,480
+3,240
| +32% | +$441K | 1.23% | 16 |
|
|
2022
Q2 | $1.48M | Buy |
10,240
+8,355
| +443% | +$1.21M | 0.95% | 22 |
|
|
2022
Q1 | $313K | Buy |
+1,885
| New | +$313K | 0.19% | 121 |
|