Smartleaf Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$692K Buy
3,577
+1,474
+70% +$285K 0.06% 319
2025
Q1
$392K Buy
2,103
+1,080
+106% +$201K 0.04% 412
2024
Q4
$189K Buy
1,023
+232
+29% +$42.9K 0.02% 563
2024
Q3
$150K Buy
791
+456
+136% +$86.4K 0.02% 588
2024
Q2
$58.4K Hold
335
0.01% 700
2024
Q1
$59.8K Hold
335
0.01% 639
2023
Q4
$55.5K Buy
+335
New +$55.5K 0.01% 519