SHFA
SC&H Financial Advisors’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 | $512K | Buy |
2,635
+5
| +0.2% | +$971 | 0.09% | 88 |
|
|
2025
Q1 | $495K | Buy |
2,630
+5
| +0.2% | +$941 | 0.1% | 89 |
|
|
2024
Q4 | $486K | Buy |
2,625
+6
| +0.2% | +$1.11K | 0.1% | 90 |
|
|
2024
Q3 | $497K | Buy |
2,619
+7
| +0.3% | +$1.33K | 0.11% | 90 |
|
|
2024
Q2 | $456K | Buy |
2,612
+5
| +0.2% | +$872 | 0.11% | 88 |
|
|
2024
Q1 | $467K | Buy |
2,607
+5
| +0.2% | +$896 | 0.12% | 91 |
|
|
2023
Q4 | $430K | Buy |
2,602
+14
| +0.5% | +$2.31K | 0.12% | 95 |
|
|
2023
Q3 | $393K | Hold |
2,588
| – | – | 0.13% | 100 |
|
|
2023
Q2 | $408K | Buy |
2,588
+5
| +0.2% | +$789 | 0.14% | 101 |
|
|
2023
Q1 | $393K | Buy |
2,583
+5
| +0.2% | +$761 | 0.14% | 99 |
|
|
2022
Q4 | $391K | Buy |
2,578
+8
| +0.3% | +$1.21K | 0.16% | 95 |
|
|
2022
Q3 | $350K | Buy |
2,570
+10
| +0.4% | +$1.36K | 0.18% | 96 |
|
|
2022
Q2 | $371K | Sell |
2,560
-98
| -4% | -$14.2K | 0.17% | 99 |
|
|
2022
Q1 | $441K | Buy |
+2,658
| New | +$441K | 0.21% | 96 |
|