Simplicity Wealth’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 | $6.43M | Buy |
33,079
+13,627
| +70% | +$2.65M | 0.27% | 82 |
|
|
2025
Q1 | $3.66M | Buy |
19,452
+17,268
| +791% | +$3.25M | 0.28% | 79 |
|
|
2024
Q4 | $404K | Sell |
2,184
-15,273
| -87% | -$2.83M | 0.08% | 194 |
|
|
2024
Q3 | $3.31M | Sell |
17,457
-83,097
| -83% | -$15.8M | 0.31% | 73 |
|
|
2024
Q2 | $17.5M | Sell |
100,554
-1,411
| -1% | -$246K | 0.4% | 43 |
|
|
2024
Q1 | $18.3M | Buy |
101,965
+85,379
| +515% | +$15.3M | 0.44% | 38 |
|
|
2023
Q4 | $2.74M | Buy |
16,586
+4,218
| +34% | +$697K | 1.06% | 22 |
|
|
2023
Q3 | $1.88M | Buy |
12,368
+57
| +0.5% | +$8.65K | 1.1% | 22 |
|
|
2023
Q2 | $1.94M | Buy |
12,311
+3,876
| +46% | +$612K | 1.21% | 19 |
|
|
2023
Q1 | $1.28M | Buy |
8,435
+5,659
| +204% | +$862K | 0.85% | 26 |
|
|
2022
Q4 | $421K | Buy |
+2,776
| New | +$421K | 0.37% | 38 |
|