Richard W. Paul & Associates’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 | $24.5K | Buy |
126
+4
| +3% | +$777 | 0.01% | 209 |
|
|
2025
Q1 | $23K | Sell |
122
-131
| -52% | -$24.6K | 0.01% | 211 |
|
|
2024
Q4 | $46.8K | Sell |
253
-26
| -9% | -$4.81K | 0.02% | 212 |
|
|
2024
Q3 | $53K | Sell |
279
-9
| -3% | -$1.71K | 0.02% | 211 |
|
|
2024
Q2 | $50.2K | Sell |
288
-85
| -23% | -$14.8K | 0.02% | 209 |
|
|
2024
Q1 | $66.8K | Sell |
373
-180
| -33% | -$32.2K | 0.03% | 206 |
|
|
2023
Q4 | $91.3K | Sell |
553
-167
| -23% | -$27.6K | 0.04% | 191 |
|
|
2023
Q3 | $109K | Sell |
720
-24
| -3% | -$3.64K | 0.05% | 174 |
|
|
2023
Q2 | $117K | Buy |
744
+14
| +2% | +$2.21K | 0.05% | 188 |
|
|
2023
Q1 | $111K | Sell |
730
-3
| -0.4% | -$457 | 0.05% | 190 |
|
|
2022
Q4 | $111K | Buy |
+733
| New | +$111K | 0.06% | 189 |
|