Stonehearth Capital 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 | $302K | Hold |
1,553
| – | – | 0.12% | 62 |
|
|
2025
Q1 | $292K | Hold |
1,553
| – | – | 0.12% | 57 |
|
|
2024
Q4 | $288K | Hold |
1,553
| – | – | 0.12% | 61 |
|
|
2024
Q3 | $295K | Buy |
1,553
+374
| +32% | +$71K | 0.12% | 59 |
|
|
2024
Q2 | $206K | Hold |
1,179
| – | – | 0.09% | 74 |
|
|
2024
Q1 | $211K | Buy |
+1,179
| New | +$211K | 0.1% | 75 |
|