Seven Mile Advisory’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 | $1.53M | Sell |
7,898
-78
| -1% | -$15.2K | 0.92% | 17 |
|
|
2025
Q1 | $1.5M | Buy |
7,976
+65
| +0.8% | +$12.2K | 1% | 16 |
|
|
2024
Q4 | $1.46M | Hold |
7,911
| – | – | 0.93% | 18 |
|
|
2024
Q3 | $1.5M | Hold |
7,911
| – | – | 0.99% | 17 |
|
|
2024
Q2 | $1.38M | Sell |
7,911
-30
| -0.4% | -$5.23K | 1.01% | 18 |
|
|
2024
Q1 | $1.42M | Hold |
7,941
| – | – | 1.08% | 17 |
|
|
2023
Q4 | $1.31M | Sell |
7,941
-252
| -3% | -$41.6K | 1.14% | 17 |
|
|
2023
Q3 | $1.24M | Buy |
8,193
+212
| +3% | +$32.2K | 1.31% | 13 |
|
|
2023
Q2 | $1.26M | Buy |
+7,981
| New | +$1.26M | 1.47% | 10 |
|