RLWM
RF&L 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 | $1.66M | Sell |
8,571
-134
| -2% | -$26K | 1.07% | 27 |
|
|
2025
Q1 | $1.64M | Buy |
8,705
+125
| +1% | +$23.5K | 1.17% | 26 |
|
|
2024
Q4 | $1.59M | Buy |
8,580
+198
| +2% | +$36.7K | 1.12% | 26 |
|
|
2024
Q3 | $1.59M | Buy |
8,382
+295
| +4% | +$56K | 1.13% | 25 |
|
|
2024
Q2 | $1.41M | Buy |
8,087
+355
| +5% | +$61.9K | 1.07% | 26 |
|
|
2024
Q1 | $1.38M | Buy |
7,732
+687
| +10% | +$123K | 1.07% | 24 |
|
|
2023
Q4 | $1.16M | Sell |
7,045
-240
| -3% | -$39.7K | 0.97% | 25 |
|
|
2023
Q3 | $1.11M | Buy |
7,285
+448
| +7% | +$68K | 1.03% | 23 |
|
|
2023
Q2 | $1.08M | Sell |
6,837
-67
| -1% | -$10.6K | 0.99% | 25 |
|
|
2023
Q1 | $1.05M | Buy |
6,904
+477
| +7% | +$72.6K | 1.02% | 26 |
|
|
2022
Q4 | $975K | Buy |
+6,427
| New | +$975K | 1% | 25 |
|