Rockwood 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 | $468K | Buy |
2,411
+220
| +10% | +$42.7K | 0.04% | 64 |
|
|
2025
Q1 | $412K | Hold |
2,191
| – | – | 0.04% | 61 |
|
|
2024
Q4 | $405K | Buy |
2,191
+1
| +0% | +$185 | 0.04% | 57 |
|
|
2024
Q3 | $416K | Buy |
2,190
+130
| +6% | +$24.7K | 0.05% | 55 |
|
|
2024
Q2 | $359K | Hold |
2,060
| – | – | 0.04% | 60 |
|
|
2024
Q1 | $369K | Hold |
2,060
| – | – | 0.05% | 58 |
|
|
2023
Q4 | $340K | Hold |
2,060
| – | – | 0.05% | 57 |
|
|
2023
Q3 | $313K | Hold |
2,060
| – | – | 0.05% | 52 |
|
|
2023
Q2 | $325K | Hold |
2,060
| – | – | 0.06% | 57 |
|
|
2023
Q1 | $314K | Hold |
2,060
| – | – | 0.06% | 53 |
|
|
2022
Q4 | $312K | Buy |
2,060
+342
| +20% | +$51.9K | 0.07% | 52 |
|
|
2022
Q3 | $234K | Hold |
1,718
| – | – | 0.07% | 61 |
|
|
2022
Q2 | $249K | Hold |
1,718
| – | – | 0.12% | 60 |
|
|
2022
Q1 | $285K | Hold |
1,718
| – | – | 0.14% | 60 |
|
|
2021
Q4 | $289K | Buy |
+1,718
| New | +$289K | 0.13% | 90 |
|