SJS Investment Consulting’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 | $35.5K | Hold |
183
| – | – | 0.01% | 216 |
|
|
2025
Q1 | $34.4K | Hold |
183
| – | – | 0.01% | 232 |
|
|
2024
Q4 | $33.9K | Hold |
183
| – | – | 0.01% | 223 |
|
|
2024
Q3 | $34.7K | Buy |
183
+112
| +158% | +$21.3K | 0.01% | 226 |
|
|
2024
Q2 | $12.4K | Hold |
71
| – | – | ﹤0.01% | 312 |
|
|
2024
Q1 | $12.7K | Hold |
71
| – | – | ﹤0.01% | 330 |
|
|
2023
Q4 | $11.7K | Hold |
71
| – | – | ﹤0.01% | 287 |
|
|
2023
Q3 | $10.8K | Hold |
71
| – | – | ﹤0.01% | 280 |
|
|
2023
Q2 | $11.2K | Hold |
71
| – | – | ﹤0.01% | 264 |
|
|
2023
Q1 | $10.8K | Hold |
71
| – | – | ﹤0.01% | 280 |
|
|
2022
Q4 | $10.8K | Hold |
71
| – | – | ﹤0.01% | 280 |
|
|
2022
Q3 | $10K | Buy |
+71
| New | +$10K | ﹤0.01% | 289 |
|
|
2022
Q1 | $12K | Hold |
71
| – | – | ﹤0.01% | 366 |
|
|
2021
Q4 | $12K | Buy |
+71
| New | +$12K | ﹤0.01% | 349 |
|