RTD Financial 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 | $15.5M | Sell |
79,798
-7,420
| -9% | -$1.44M | 1.98% | 14 |
|
|
2025
Q1 | $16.4M | Buy |
87,218
+4,071
| +5% | +$766K | 2.21% | 12 |
|
|
2024
Q4 | $15.4M | Buy |
83,147
+367
| +0.4% | +$67.9K | 1.97% | 12 |
|
|
2024
Q3 | $15.7M | Buy |
82,780
+3,484
| +4% | +$661K | 1.99% | 13 |
|
|
2024
Q2 | $13.8M | Buy |
79,296
+232
| +0.3% | +$40.5K | 1.86% | 14 |
|
|
2024
Q1 | $14.2M | Buy |
79,064
+2,177
| +3% | +$390K | 1.9% | 14 |
|
|
2023
Q4 | $12.7M | Buy |
76,887
+623
| +0.8% | +$103K | 1.78% | 14 |
|
|
2023
Q3 | $11.6M | Sell |
76,264
-1,506
| -2% | -$229K | 1.77% | 15 |
|
|
2023
Q2 | $12.3M | Buy |
77,770
+2,136
| +3% | +$337K | 1.78% | 14 |
|
|
2023
Q1 | $11.5M | Buy |
75,634
+1,866
| +3% | +$284K | 1.78% | 15 |
|
|
2022
Q4 | $11.2M | Sell |
73,768
-664
| -0.9% | -$101K | 1.82% | 14 |
|
|
2022
Q3 | $10.1M | Sell |
74,432
-5,064
| -6% | -$689K | 1.86% | 13 |
|
|
2022
Q2 | $11.5M | Sell |
79,496
-6,742
| -8% | -$977K | 1.77% | 16 |
|
|
2022
Q1 | $14.3M | Buy |
86,238
+16
| +0% | +$2.66K | 1.93% | 13 |
|
|
2021
Q4 | $14.5M | Buy |
+86,222
| New | +$14.5M | 1.9% | 13 |
|