Sendero Wealth Management’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 | $1.11M | Hold |
5,693
| – | – | 0.14% | 90 |
|
|
2025
Q1 | $1.07M | Sell |
5,693
-9,616
| -63% | -$1.81M | 0.15% | 84 |
|
|
2024
Q4 | $2.83M | Buy |
15,309
+9,616
| +169% | +$1.78M | 0.42% | 51 |
|
|
2024
Q3 | $1.08M | Hold |
5,693
| – | – | 0.17% | 76 |
|
|
2024
Q2 | $993K | Sell |
5,693
-53
| -0.9% | -$9.25K | 0.17% | 77 |
|
|
2024
Q1 | $1.03M | Sell |
5,746
-20
| -0.3% | -$3.58K | 0.18% | 76 |
|
|
2023
Q4 | $953K | Buy |
5,766
+73
| +1% | +$12.1K | 0.18% | 79 |
|
|
2023
Q3 | $864K | Hold |
5,693
| – | – | 0.19% | 77 |
|
|
2023
Q2 | $899K | Buy |
+5,693
| New | +$899K | 0.2% | 80 |
|