Rise Advisors’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 | $19.3K | Sell |
99
-148
| -60% | -$28.9K | 0.01% | 557 |
|
|
2025
Q1 | $46.6K | Buy |
247
+1
| +0.4% | +$188 | 0.02% | 238 |
|
|
2024
Q4 | $45.6K | Buy |
246
+1
| +0.4% | +$185 | 0.02% | 252 |
|
|
2024
Q3 | $46.5K | Buy |
245
+1
| +0.4% | +$190 | 0.02% | 253 |
|
|
2024
Q2 | $42.5K | Buy |
244
+1
| +0.4% | +$174 | 0.02% | 263 |
|
|
2024
Q1 | $43.5K | Buy |
243
+1
| +0.4% | +$179 | 0.02% | 254 |
|
|
2023
Q4 | $3.94K | Buy |
242
+3
| +1% | +$49 | ﹤0.01% | 400 |
|
|
2023
Q3 | $36.3K | Hold |
239
| – | – | 0.03% | 169 |
|
|
2023
Q2 | $37.7K | Buy |
239
+1
| +0.4% | +$158 | 0.03% | 176 |
|
|
2023
Q1 | $36.2K | Buy |
238
+1
| +0.4% | +$152 | 0.03% | 183 |
|
|
2022
Q4 | $35.9K | Buy |
237
+2
| +0.9% | +$303 | 0.03% | 178 |
|
|
2022
Q3 | $32K | Sell |
235
-112
| -32% | -$15.3K | 0.03% | 195 |
|
|
2022
Q2 | $50K | Buy |
347
+2
| +0.6% | +$288 | 0.05% | 139 |
|
|
2022
Q1 | $57K | Buy |
345
+1
| +0.3% | +$165 | 0.05% | 137 |
|
|
2021
Q4 | $57.7K | Buy |
+344
| New | +$57.7K | 0.06% | 135 |
|