RiverFront Investment Group’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 | $878K | Buy |
4,518
+558
| +14% | +$108K | 0.02% | 156 |
|
|
2025
Q1 | $745K | Buy |
3,960
+442
| +13% | +$83.2K | 0.02% | 159 |
|
|
2024
Q4 | $651K | Buy |
+3,518
| New | +$651K | 0.01% | 146 |
|
|
2022
Q2 | – | Sell |
-3,647
| Closed | -$605K | – | 103 |
|
|
2022
Q1 | $605K | Hold |
3,647
| – | – | 0.02% | 83 |
|
|
2021
Q4 | $612K | Hold |
3,647
| – | – | 0.02% | 75 |
|
|
2021
Q3 | $571K | Hold |
3,647
| – | – | 0.02% | 66 |
|
|
2021
Q2 | $578K | Hold |
3,647
| – | – | 0.01% | 67 |
|
|
2021
Q1 | $553K | Buy |
+3,647
| New | +$553K | 0.01% | 66 |
|