SWM
SilverOak 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 | $2.17M | Hold |
11,184
| – | – | 0.41% | 30 |
|
|
2025
Q1 | $2.1M | Buy |
11,184
+179
| +2% | +$33.7K | 0.46% | 28 |
|
|
2024
Q4 | $2.04M | Hold |
11,005
| – | – | 0.44% | 27 |
|
|
2024
Q3 | $2.09M | Hold |
11,005
| – | – | 0.47% | 26 |
|
|
2024
Q2 | $1.92M | Hold |
11,005
| – | – | 0.46% | 27 |
|
|
2024
Q1 | $1.97M | Hold |
11,005
| – | – | 0.49% | 27 |
|
|
2023
Q4 | $1.82M | Buy |
+11,005
| New | +$1.82M | 0.49% | 26 |
|