Stanley-Laman Group’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 | $504K | Buy |
2,596
+4
| +0.2% | +$777 | 0.07% | 194 |
|
|
2025
Q1 | $488K | Buy |
2,592
+6
| +0.2% | +$1.13K | 0.08% | 196 |
|
|
2024
Q4 | $479K | Sell |
2,586
-1,209
| -32% | -$224K | 0.07% | 206 |
|
|
2024
Q3 | $720K | Hold |
3,795
| – | – | 0.1% | 177 |
|
|
2024
Q2 | $662K | Sell |
3,795
-5
| -0.1% | -$872 | 0.1% | 170 |
|
|
2024
Q1 | $681K | Buy |
3,800
+8
| +0.2% | +$1.43K | 0.1% | 174 |
|
|
2023
Q4 | $627K | Buy |
3,792
+15
| +0.4% | +$2.48K | 0.1% | 169 |
|
|
2023
Q3 | $573K | Hold |
3,777
| – | – | 0.1% | 168 |
|
|
2023
Q2 | $596K | Buy |
+3,777
| New | +$596K | 0.1% | 165 |
|
|
2016
Q1 | – | Sell |
-2,042
| Closed | -$200K | – | 322 |
|
|
2015
Q4 | $200K | Buy |
+2,042
| New | +$200K | 0.03% | 313 |
|