RKL Wealth Management’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 | $1.61M | Hold |
8,270
| – | – | 0.14% | 72 |
|
|
2025
Q1 | $1.56M | Sell |
8,270
-440
| -5% | -$82.8K | 0.15% | 76 |
|
|
2024
Q4 | $1.61M | Buy |
8,710
+6,294
| +261% | +$1.17M | 0.14% | 78 |
|
|
2024
Q3 | $459K | Sell |
2,416
-112
| -4% | -$21.3K | 0.04% | 107 |
|
|
2024
Q2 | $441K | Buy |
2,528
+341
| +16% | +$59.5K | 0.04% | 100 |
|
|
2024
Q1 | $392K | Buy |
2,187
+1
| +0% | +$179 | 0.04% | 111 |
|
|
2023
Q4 | $361K | Buy |
+2,186
| New | +$361K | 0.04% | 110 |
|