Stage Harbor Financial’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 | $4.02M | Buy |
20,704
+425
| +2% | +$82.5K | 3.27% | 10 |
|
|
2025
Q1 | $3.82M | Sell |
20,279
-138
| -0.7% | -$26K | 3.23% | 10 |
|
|
2024
Q4 | $3.78M | Buy |
20,417
+44
| +0.2% | +$8.15K | 3.29% | 11 |
|
|
2024
Q3 | $3.9M | Sell |
20,373
-1,375
| -6% | -$263K | 3.55% | 11 |
|
|
2024
Q2 | $3.79M | Hold |
21,748
| – | – | 3.67% | 11 |
|
|
2024
Q1 | $3.9M | Hold |
21,748
| – | – | 3.54% | 12 |
|
|
2023
Q4 | $3.59M | Buy |
+21,748
| New | +$3.59M | 3.46% | 12 |
|