Ridgecrest Wealth Partners’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 | $287K | Hold |
1,480
| – | – | 0.15% | 84 |
|
|
2025
Q1 | $278K | Hold |
1,480
| – | – | 0.15% | 89 |
|
|
2024
Q4 | $274K | Hold |
1,480
| – | – | 0.15% | 83 |
|
|
2024
Q3 | $281K | Hold |
1,480
| – | – | 0.15% | 89 |
|
|
2024
Q2 | $258K | Hold |
1,480
| – | – | 0.16% | 88 |
|
|
2024
Q1 | $265K | Hold |
1,480
| – | – | 0.16% | 89 |
|
|
2023
Q4 | $245K | Hold |
1,480
| – | – | 0.16% | 87 |
|
|
2023
Q3 | $225K | Hold |
1,480
| – | – | 0.16% | 87 |
|
|
2023
Q2 | $234K | Buy |
1,480
+20
| +1% | +$3.16K | 0.15% | 88 |
|
|
2023
Q1 | $222K | Hold |
1,460
| – | – | 0.16% | 88 |
|
|
2022
Q4 | $221K | Buy |
+1,460
| New | +$221K | 0.17% | 85 |
|
|
2022
Q3 | – | Sell |
-1,460
| Closed | -$212K | – | 104 |
|
|
2022
Q2 | $212K | Hold |
1,460
| – | – | 0.15% | 96 |
|
|
2022
Q1 | $242K | Hold |
1,460
| – | – | 0.15% | 97 |
|
|
2021
Q4 | $245K | Buy |
+1,460
| New | +$245K | 0.12% | 109 |
|