Richardson Financial Services’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 | $55.4K | Hold |
285
| – | – | 0.04% | 245 |
|
|
2025
Q1 | $53.6K | Sell |
285
-70
| -20% | -$13.2K | 0.04% | 239 |
|
|
2024
Q4 | $65.7K | Sell |
355
-273
| -43% | -$50.5K | 0.05% | 231 |
|
|
2024
Q3 | $114K | Buy |
628
+314
| +100% | +$57.2K | 0.07% | 192 |
|
|
2024
Q2 | $54.8K | Hold |
314
| – | – | 0.04% | 244 |
|
|
2024
Q1 | $56.2K | Buy |
+314
| New | +$56.2K | 0.04% | 241 |
|