Sollinda Capital Management’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 | $276K | Hold |
1,423
| – | – | 0.07% | 75 |
|
2025
Q1 | $268K | Hold |
1,423
| – | – | 0.07% | 56 |
|
2024
Q4 | $263K | Hold |
1,423
| – | – | 0.07% | 57 |
|
2024
Q3 | $270K | Hold |
1,423
| – | – | 0.08% | 51 |
|
2024
Q2 | $248K | Hold |
1,423
| – | – | 0.08% | 51 |
|
2024
Q1 | $255K | Sell |
1,423
-420
| -23% | -$75.2K | 0.08% | 47 |
|
2023
Q4 | $305K | Buy |
+1,843
| New | +$305K | 0.09% | 61 |
|