S.E.E.D. Planning Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $347K | Hold |
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|
2025
Q3 | $336K | Hold |
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|
2025
Q2 | $320K | Hold |
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|
2025
Q1 | $310K | Hold |
|
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|
2024
Q4 | $305K | Hold |
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|
2024
Q3 | $313K | Hold |
|
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|
2024
Q2 | $288K | Hold |
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|
2024
Q1 | $295K | Hold |
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|
2023
Q4 | $272K | Hold |
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|
2023
Q3 | $250K | Hold |
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|
2023
Q2 | $260K | Hold |
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|
2023
Q1 | $251K | Hold |
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|
2022
Q4 | $250K | Hold |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $239K | Sell |
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|
2022
Q1 | $329K | Sell |
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|
2021
Q4 | $564K | Hold |
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|
2021
Q3 | $526K | Hold |
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|
2021
Q2 | $533K | Hold |
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|
2021
Q1 | $509K | Buy |
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|
2020
Q4 | $271K | Hold |
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|
2020
Q3 | $234K | Sell |
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|
2020
Q2 | $263K | Buy |
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