Riverview Capital Advisers’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 | $4.6M | Sell |
23,660
-198
| -0.8% | -$38.5K | 1.32% | 24 |
|
|
2025
Q1 | $4.49M | Sell |
23,858
-3,376
| -12% | -$635K | 1.41% | 25 |
|
|
2024
Q4 | $5.04M | Buy |
27,234
+587
| +2% | +$109K | 1.52% | 19 |
|
|
2024
Q3 | $5.06M | Buy |
26,647
+66
| +0.2% | +$12.5K | 1.56% | 19 |
|
|
2024
Q2 | $4.64M | Sell |
26,581
-51
| -0.2% | -$8.9K | 1.56% | 20 |
|
|
2024
Q1 | $4.77M | Buy |
26,632
+325
| +1% | +$58.2K | 1.64% | 17 |
|
|
2023
Q4 | $4.35M | Sell |
26,307
-125
| -0.5% | -$20.7K | 1.67% | 18 |
|
|
2023
Q3 | $4.01M | Buy |
26,432
+356
| +1% | +$54K | 1.78% | 17 |
|
|
2023
Q2 | $4.12M | Sell |
26,076
-715
| -3% | -$113K | 1.81% | 19 |
|
|
2023
Q1 | $4.08M | Buy |
26,791
+14
| +0.1% | +$2.13K | 1.76% | 20 |
|
|
2022
Q4 | $4.06M | Buy |
26,777
+1,660
| +7% | +$252K | 2.18% | 15 |
|
|
2022
Q3 | $3.42M | Hold |
25,117
| – | – | 2.14% | 14 |
|
|
2022
Q2 | $3.64M | Buy |
25,117
+485
| +2% | +$70.3K | 2.01% | 15 |
|
|
2022
Q1 | $4.09M | Buy |
24,632
+21,117
| +601% | +$3.5M | 1.88% | 17 |
|
|
2021
Q4 | $590K | Buy |
+3,515
| New | +$590K | 0.26% | 61 |
|