RWM
Ritholtz Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.5M | Buy |
43,772
+28,942
| +195% | +$5.62M | 0.19% | 60 |
|
|
2025
Q1 | $2.79M | Buy |
14,830
+8,626
| +139% | +$1.62M | 0.08% | 174 |
|
|
2024
Q4 | $1.15M | Buy |
6,204
+216
| +4% | +$40K | 0.03% | 328 |
|
|
2024
Q3 | $1.14M | Buy |
5,988
+2,067
| +53% | +$392K | 0.03% | 346 |
|
|
2024
Q2 | $684K | Sell |
3,921
-131
| -3% | -$22.9K | 0.02% | 440 |
|
|
2024
Q1 | $726K | Sell |
4,052
-776
| -16% | -$139K | 0.03% | 440 |
|
|
2023
Q4 | $798K | Buy |
4,828
+3,230
| +202% | +$534K | 0.03% | 380 |
|
|
2023
Q3 | $243K | Sell |
1,598
-301
| -16% | -$45.7K | 0.01% | 601 |
|
|
2023
Q2 | $300K | Buy |
+1,899
| New | +$300K | 0.01% | 539 |
|