Root Financial Partners’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 | $449K | Sell |
2,311
-1,392
| -38% | -$270K | 0.04% | 136 |
|
|
2025
Q1 | $697K | Buy |
3,703
+145
| +4% | +$27.3K | 0.07% | 88 |
|
|
2024
Q4 | $659K | Sell |
3,558
-201
| -5% | -$37.2K | 0.08% | 95 |
|
|
2024
Q3 | $713K | Buy |
3,759
+1,701
| +83% | +$323K | 0.11% | 68 |
|
|
2024
Q2 | $359K | Buy |
2,058
+198
| +11% | +$34.5K | 0.08% | 83 |
|
|
2024
Q1 | $333K | Buy |
+1,860
| New | +$333K | 0.1% | 70 |
|