Stone Summit Wealth’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 | $229K | Sell |
1,177
-282
| -19% | -$54.8K | 0.07% | 135 |
|
|
2025
Q1 | $275K | Sell |
1,459
-321
| -18% | -$60.4K | 0.09% | 125 |
|
|
2024
Q4 | $330K | Sell |
1,780
-23
| -1% | -$4.26K | 0.11% | 116 |
|
|
2024
Q3 | $342K | Sell |
1,803
-24
| -1% | -$4.56K | 0.11% | 118 |
|
|
2024
Q2 | $319K | Hold |
1,827
| – | – | 0.11% | 119 |
|
|
2024
Q1 | $327K | Hold |
1,827
| – | – | 0.11% | 120 |
|
|
2023
Q4 | $302K | Hold |
1,827
| – | – | 0.12% | 123 |
|
|
2023
Q3 | $277K | Hold |
1,827
| – | – | 0.12% | 123 |
|
|
2023
Q2 | $288K | Buy |
+1,827
| New | +$288K | 0.12% | 121 |
|
|
2022
Q2 | – | Sell |
-1,265
| Closed | -$211K | – | 132 |
|
|
2022
Q1 | $211K | Sell |
1,265
-470
| -27% | -$78.4K | 0.12% | 124 |
|
|
2021
Q4 | $290K | Buy |
+1,735
| New | +$290K | 0.24% | 97 |
|