Salomon & Ludwin’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 | $58.3K | Hold |
297
| – | – | 0.01% | 250 |
|
|
2025
Q1 | $55.9K | Sell |
297
-140
| -32% | -$26.3K | 0.01% | 237 |
|
|
2024
Q4 | $80.9K | Sell |
437
-22
| -5% | -$4.07K | 0.01% | 194 |
|
|
2024
Q3 | $87.1K | Hold |
459
| – | – | 0.01% | 207 |
|
|
2024
Q2 | $80.1K | Hold |
459
| – | – | 0.01% | 216 |
|
|
2024
Q1 | $82.2K | Hold |
459
| – | – | 0.01% | 278 |
|
|
2023
Q4 | $69.7K | Hold |
459
| – | – | 0.01% | 269 |
|
|
2023
Q3 | $69.7K | Buy |
+459
| New | +$69.7K | 0.01% | 269 |
|
|
2020
Q2 | – | Sell |
-474
| Closed | -$47K | – | 142 |
|
|
2020
Q1 | $47K | Hold |
474
| – | – | 0.01% | 93 |
|
|
2019
Q4 | $65K | Hold |
474
| – | – | 0.01% | 95 |
|
|
2019
Q3 | $61K | Hold |
474
| – | – | 0.01% | 82 |
|
|
2019
Q2 | $60K | Hold |
474
| – | – | 0.01% | 82 |
|
|
2019
Q1 | $59K | Hold |
474
| – | – | 0.01% | 82 |
|
|
2018
Q4 | $53K | Buy |
+474
| New | +$53K | 0.01% | 79 |
|