Richardson Capital Management’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 | $43.3K | Hold |
223
| – | – | 0.02% | 87 |
|
|
2025
Q1 | $42K | Buy |
223
+80
| +56% | +$15.1K | 0.03% | 88 |
|
|
2024
Q4 | $26.5K | Hold |
143
| – | – | 0.02% | 90 |
|
|
2024
Q3 | $27.1K | Hold |
143
| – | – | 0.02% | 87 |
|
|
2024
Q2 | $24.9K | Sell |
143
-41
| -22% | -$7.15K | 0.02% | 94 |
|
|
2024
Q1 | $33K | Hold |
184
| – | – | 0.03% | 79 |
|
|
2023
Q4 | $30.4K | Buy |
+184
| New | +$30.4K | 0.03% | 69 |
|