SEEDPG
S.E.E.D. Planning Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Hold |
1,649
| – | – | 0.1% | 66 |
|
|
2025
Q1 | $310K | Hold |
1,649
| – | – | 0.1% | 68 |
|
|
2024
Q4 | $305K | Hold |
1,649
| – | – | 0.1% | 73 |
|
|
2024
Q3 | $313K | Hold |
1,649
| – | – | 0.1% | 69 |
|
|
2024
Q2 | $288K | Hold |
1,649
| – | – | 0.1% | 68 |
|
|
2024
Q1 | $295K | Hold |
1,649
| – | – | 0.11% | 68 |
|
|
2023
Q4 | $272K | Hold |
1,649
| – | – | 0.11% | 69 |
|
|
2023
Q3 | $250K | Hold |
1,649
| – | – | 0.1% | 69 |
|
|
2023
Q2 | $260K | Hold |
1,649
| – | – | 0.09% | 73 |
|
|
2023
Q1 | $251K | Hold |
1,649
| – | – | 0.1% | 73 |
|
|
2022
Q4 | $250K | Hold |
1,649
| – | – | 0.11% | 73 |
|
|
2022
Q3 | $224K | Hold |
1,649
| – | – | 0.1% | 70 |
|
|
2022
Q2 | $239K | Sell |
1,649
-332
| -17% | -$48.1K | 0.11% | 69 |
|
|
2022
Q1 | $329K | Sell |
1,981
-1,378
| -41% | -$229K | 0.14% | 62 |
|
|
2021
Q4 | $564K | Hold |
3,359
| – | – | 0.24% | 49 |
|
|
2021
Q3 | $526K | Hold |
3,359
| – | – | 0.25% | 49 |
|
|
2021
Q2 | $533K | Hold |
3,359
| – | – | 0.26% | 52 |
|
|
2021
Q1 | $509K | Buy |
3,359
+1,378
| +70% | +$209K | 0.28% | 51 |
|
|
2020
Q4 | $271K | Hold |
1,981
| – | – | 0.16% | 59 |
|
|
2020
Q3 | $234K | Sell |
1,981
-351
| -15% | -$41.5K | 0.17% | 58 |
|
|
2020
Q2 | $263K | Buy |
+2,332
| New | +$263K | 0.21% | 54 |
|