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 |
|