Soltis Investment Advisors’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 | $493K | Sell |
2,540
-610
| -19% | -$118K | 0.04% | 256 |
|
|
2025
Q1 | $593K | Buy |
3,150
+770
| +32% | +$145K | 0.05% | 220 |
|
|
2024
Q4 | $441K | Buy |
2,380
+69
| +3% | +$12.8K | 0.04% | 250 |
|
|
2024
Q3 | $439K | Buy |
2,311
+14
| +0.6% | +$2.66K | 0.04% | 236 |
|
|
2024
Q2 | $401K | Sell |
2,297
-9
| -0.4% | -$1.57K | 0.04% | 230 |
|
|
2024
Q1 | $413K | Buy |
2,306
+13
| +0.6% | +$2.33K | 0.05% | 218 |
|
|
2023
Q4 | $379K | Buy |
2,293
+482
| +27% | +$79.7K | 0.04% | 215 |
|
|
2023
Q3 | $275K | Sell |
1,811
-929
| -34% | -$141K | 0.04% | 227 |
|
|
2023
Q2 | $432K | Buy |
2,740
+922
| +51% | +$146K | 0.05% | 181 |
|
|
2023
Q1 | $277K | Sell |
1,818
-10
| -0.5% | -$1.52K | 0.04% | 219 |
|
|
2022
Q4 | $277K | Buy |
1,828
+54
| +3% | +$8.19K | 0.04% | 209 |
|
|
2022
Q3 | $241K | Buy |
+1,774
| New | +$241K | 0.04% | 204 |
|