Roundview Capital’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 | $210K | Sell |
1,082
-103
| -9% | -$20K | 0.01% | 310 |
|
|
2025
Q1 | $223K | Hold |
1,185
| – | – | 0.02% | 300 |
|
|
2024
Q4 | $219K | Hold |
1,185
| – | – | 0.02% | 316 |
|
|
2024
Q3 | $225K | Sell |
1,185
-11
| -0.9% | -$2.09K | 0.02% | 322 |
|
|
2024
Q2 | $209K | Hold |
1,196
| – | – | 0.02% | 312 |
|
|
2024
Q1 | $214K | Buy |
+1,196
| New | +$214K | 0.02% | 307 |
|