Spire Wealth 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 | $4.15M | Sell |
21,390
-845
| -4% | -$164K | 0.15% | 127 |
|
|
2025
Q1 | $4.18M | Buy |
22,235
+554
| +3% | +$104K | 0.13% | 143 |
|
|
2024
Q4 | $4.01M | Sell |
21,681
-309
| -1% | -$57.2K | 0.12% | 147 |
|
|
2024
Q3 | $4.17M | Sell |
21,990
-569
| -3% | -$108K | 0.14% | 133 |
|
|
2024
Q2 | $3.94M | Sell |
22,559
-1,145
| -5% | -$200K | 0.14% | 150 |
|
|
2024
Q1 | $4.25M | Sell |
23,704
-584
| -2% | -$105K | 0.08% | 180 |
|
|
2023
Q4 | $3.98M | Buy |
24,288
+546
| +2% | +$89.4K | 0.13% | 171 |
|
|
2023
Q3 | $3.6M | Sell |
23,742
-107
| -0.4% | -$16.2K | 0.14% | 167 |
|
|
2023
Q2 | $3.76M | Buy |
23,849
+501
| +2% | +$79.1K | 0.14% | 142 |
|
|
2023
Q1 | $3.55M | Buy |
23,348
+3,298
| +16% | +$502K | 0.14% | 143 |
|
|
2022
Q4 | $3.04M | Buy |
20,050
+336
| +2% | +$51K | 0.17% | 125 |
|
|
2022
Q3 | $2.68M | Sell |
19,714
-3,169
| -14% | -$431K | 0.16% | 120 |
|
|
2022
Q2 | $3.32M | Sell |
22,883
-762
| -3% | -$110K | 0.14% | 150 |
|
|
2022
Q1 | $3.93M | Sell |
23,645
-711
| -3% | -$118K | 0.11% | 181 |
|
|
2021
Q4 | $4.09M | Buy |
24,356
+2,084
| +9% | +$350K | 0.09% | 197 |
|
|
2021
Q3 | $3.48M | Buy |
22,272
+996
| +5% | +$155K | 0.09% | 199 |
|
|
2021
Q2 | $3.38M | Sell |
21,276
-2,045
| -9% | -$324K | 0.09% | 206 |
|
|
2021
Q1 | $3.54M | Buy |
+23,321
| New | +$3.54M | 0.09% | 195 |
|