Ridgewood Investments’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 | $7.96K | Hold |
41
| – | – | ﹤0.01% | 515 |
|
|
2025
Q1 | $7.72K | Hold |
41
| – | – | ﹤0.01% | 510 |
|
|
2024
Q4 | $7.59K | Hold |
41
| – | – | ﹤0.01% | 504 |
|
|
2024
Q3 | $7.78K | Hold |
41
| – | – | ﹤0.01% | 519 |
|
|
2024
Q2 | $7.15K | Buy |
+41
| New | +$7.15K | ﹤0.01% | 529 |
|
|
2023
Q3 | – | Sell |
-41
| Closed | -$6.47K | – | 463 |
|
|
2023
Q2 | $6.47K | Hold |
41
| – | – | ﹤0.01% | 561 |
|
|
2023
Q1 | $6.24K | Buy |
+41
| New | +$6.24K | ﹤0.01% | 565 |
|
|
2021
Q1 | – | Sell |
-3,581
| Closed | -$423K | – | 200 |
|
|
2020
Q4 | $423K | Hold |
3,581
| – | – | 0.33% | 100 |
|
|
2020
Q3 | $423K | Sell |
3,581
-132
| -4% | -$15.6K | 0.33% | 101 |
|
|
2020
Q2 | $418K | Sell |
3,713
-116
| -3% | -$13.1K | 0.35% | 103 |
|
|
2020
Q1 | $380K | Hold |
3,829
| – | – | 0.39% | 80 |
|
|
2019
Q4 | $523K | Hold |
3,829
| – | – | 0.37% | 83 |
|
|
2019
Q3 | $491K | Hold |
3,829
| – | – | 0.38% | 82 |
|
|
2019
Q2 | $487K | Hold |
3,829
| – | – | 0.38% | 85 |
|
|
2019
Q1 | $473K | Hold |
3,829
| – | – | 0.39% | 74 |
|
|
2018
Q4 | $485K | Hold |
3,829
| – | – | 0.39% | 72 |
|
|
2018
Q3 | $485K | Hold |
3,829
| – | – | 0.39% | 72 |
|
|
2018
Q2 | $465K | Hold |
3,829
| – | – | 0.41% | 70 |
|
|
2018
Q1 | $459K | Hold |
3,829
| – | – | 0.42% | 69 |
|
|
2017
Q4 | $476K | Hold |
3,829
| – | – | 0.43% | 71 |
|
|
2017
Q3 | $454K | Hold |
3,829
| – | – | 0.43% | 68 |
|
|
2017
Q2 | $446K | Hold |
3,829
| – | – | 0.45% | 63 |
|
|
2017
Q1 | $440K | Hold |
3,829
| – | – | 0.47% | 60 |
|
|
2016
Q4 | $428K | Buy |
+3,829
| New | +$428K | 0.5% | 55 |
|