Sharp Financial Services’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 | $322K | Hold |
1,658
| – | – | 0.21% | 60 |
|
|
2025
Q1 | $312K | Hold |
1,658
| – | – | 0.24% | 60 |
|
|
2024
Q4 | $307K | Sell |
1,658
-250
| -13% | -$46.3K | 0.23% | 69 |
|
|
2024
Q3 | $362K | Sell |
1,908
-100
| -5% | -$19K | 0.28% | 60 |
|
|
2024
Q2 | $350K | Hold |
2,008
| – | – | 0.3% | 62 |
|
|
2024
Q1 | $360K | Hold |
2,008
| – | – | 0.33% | 62 |
|
|
2023
Q4 | $332K | Buy |
+2,008
| New | +$332K | 0.36% | 60 |
|