Stonebridge Financial Planning 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 | $1.03M | Buy |
5,312
+4
| +0.1% | +$777 | 0.43% | 68 |
|
|
2025
Q1 | $999K | Buy |
5,308
+4
| +0.1% | +$753 | 0.46% | 68 |
|
|
2024
Q4 | $982K | Buy |
+5,304
| New | +$982K | 0.44% | 66 |
|
|
2022
Q1 | – | Sell |
-391
| Closed | -$63K | – | 238 |
|
|
2021
Q4 | $63K | Hold |
391
| – | – | 0.03% | 197 |
|
|
2021
Q3 | $65K | Hold |
391
| – | – | 0.03% | 196 |
|
|
2021
Q2 | $63K | Hold |
391
| – | – | 0.03% | 191 |
|
|
2021
Q1 | $61K | Hold |
391
| – | – | 0.04% | 193 |
|
|
2020
Q4 | $53K | Hold |
391
| – | – | 0.03% | 190 |
|
|
2020
Q3 | $48K | Hold |
391
| – | – | 0.03% | 194 |
|
|
2020
Q2 | $44K | Hold |
391
| – | – | 0.04% | 191 |
|
|
2020
Q1 | $41K | Sell |
391
-200
| -34% | -$21K | 0.04% | 184 |
|
|
2019
Q4 | $81K | Buy |
+591
| New | +$81K | 0.07% | 141 |
|