Robinson Smith Wealth 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 | $607K | Hold |
3,126
| – | – | 0.49% | 39 |
|
|
2025
Q1 | $588K | Hold |
3,126
| – | – | 0.49% | 41 |
|
|
2024
Q4 | $579K | Buy |
3,126
+900
| +40% | +$167K | 0.49% | 40 |
|
|
2024
Q3 | $422K | Sell |
2,226
-83
| -4% | -$15.8K | 0.36% | 53 |
|
|
2024
Q2 | $403K | Hold |
2,309
| – | – | 0.35% | 55 |
|
|
2024
Q1 | $414K | Hold |
2,309
| – | – | 0.4% | 52 |
|
|
2023
Q4 | $382K | Buy |
+2,309
| New | +$382K | 0.38% | 53 |
|