Strategic Family Wealth Counselors’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 | $433K | Buy |
2,230
+129
| +6% | +$25.1K | 0.12% | 99 |
|
|
2025
Q1 | $395K | Buy |
2,101
+6
| +0.3% | +$1.13K | 0.13% | 94 |
|
|
2024
Q4 | $388K | Buy |
2,095
+7
| +0.3% | +$1.3K | 0.13% | 98 |
|
|
2024
Q3 | $396K | Buy |
2,088
+476
| +30% | +$90.3K | 0.14% | 89 |
|
|
2024
Q2 | $281K | Buy |
1,612
+92
| +6% | +$16.1K | 0.11% | 100 |
|
|
2024
Q1 | $272K | Buy |
1,520
+137
| +10% | +$24.5K | 0.11% | 94 |
|
|
2023
Q4 | $229K | Buy |
1,383
+17
| +1% | +$2.81K | 0.1% | 106 |
|
|
2023
Q3 | $207K | Hold |
1,366
| – | – | 0.1% | 105 |
|
|
2023
Q2 | $216K | Buy |
1,366
+6
| +0.4% | +$947 | 0.1% | 101 |
|
|
2023
Q1 | $207K | Buy |
1,360
+7
| +0.5% | +$1.07K | 0.1% | 100 |
|
|
2022
Q4 | $205K | Buy |
+1,353
| New | +$205K | 0.1% | 100 |
|