SWM
Selective Wealth Management’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 | $260K | Hold |
1,324
| – | – | 0.09% | 87 |
|
|
2025
Q1 | $233K | Hold |
1,324
| – | – | 0.1% | 87 |
|
|
2024
Q4 | $247K | Buy |
1,324
+124
| +10% | +$23.2K | 0.1% | 89 |
|
|
2024
Q3 | $226K | Hold |
1,200
| – | – | 0.09% | 99 |
|
|
2024
Q2 | $209K | Hold |
1,200
| – | – | 0.09% | 98 |
|
|
2024
Q1 | $210K | Buy |
+1,200
| New | +$210K | 0.09% | 100 |
|
|
2022
Q4 | – | Sell |
-700
| Closed | -$95K | – | 427 |
|
|
2022
Q3 | $95K | Sell |
700
-200
| -22% | -$27.1K | 0.04% | 216 |
|
|
2022
Q2 | $130K | Hold |
900
| – | – | 0.05% | 192 |
|
|
2022
Q1 | $149K | Hold |
900
| – | – | 0.05% | 164 |
|
|
2021
Q4 | $151K | Hold |
900
| – | – | 0.06% | 150 |
|
|
2021
Q3 | $141K | Buy |
900
+200
| +29% | +$31.3K | 0.07% | 139 |
|
|
2021
Q2 | $111K | Hold |
700
| – | – | 0.09% | 106 |
|
|
2021
Q1 | $106K | Hold |
700
| – | – | 0.1% | 76 |
|
|
2020
Q4 | $96K | Hold |
700
| – | – | 0.06% | 81 |
|
|
2020
Q3 | $83K | Hold |
700
| – | – | 0.07% | 83 |
|
|
2020
Q2 | $79K | Hold |
700
| – | – | 0.07% | 82 |
|
|
2020
Q1 | $69K | Hold |
700
| – | – | 0.11% | 51 |
|
|
2019
Q4 | $96K | Hold |
700
| – | – | 0.12% | 51 |
|
|
2019
Q3 | $90K | Buy |
+700
| New | +$90K | 0.12% | 57 |
|