Safeguard Financial’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
Q1 | $360K | Sell |
1,915
-7
| -0.4% | -$1.32K | 0.08% | 78 |
|
|
2024
Q4 | $356K | Hold |
1,922
| – | – | 0.08% | 81 |
|
|
2024
Q3 | $365K | Hold |
1,922
| – | – | 0.09% | 84 |
|
|
2024
Q2 | $335K | Sell |
1,922
-60
| -3% | -$10.5K | 0.09% | 76 |
|
|
2024
Q1 | $355K | Hold |
1,982
| – | – | 0.12% | 62 |
|
|
2023
Q4 | $328K | Buy |
+1,982
| New | +$328K | 0.12% | 58 |
|
|
2023
Q3 | – | Sell |
-21
| Closed | -$3K | – | 312 |
|
|
2023
Q2 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 440 |
|