Strategic Financial Concepts’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 | $270K | Sell |
1,388
-1,077
| -44% | -$209K | 0.04% | 214 |
|
|
2025
Q1 | $464K | Buy |
2,465
+2
| +0.1% | +$376 | 0.09% | 191 |
|
|
2024
Q4 | $456K | Buy |
2,463
+194
| +9% | +$35.9K | 0.09% | 187 |
|
|
2024
Q3 | $431K | Sell |
2,269
-412,686
| -99% | -$78.3M | 0.14% | 141 |
|
|
2024
Q2 | $35.8K | Buy |
414,955
+412,645
| +17,863% | +$35.6K | 0.02% | 275 |
|
|
2024
Q1 | $414K | Buy |
+2,310
| New | +$414K | 0.1% | 185 |
|
|
2023
Q4 | – | Sell |
-1,577
| Closed | -$239K | – | 199 |
|
|
2023
Q3 | $239K | Hold |
1,577
| – | – | 0.08% | 218 |
|
|
2023
Q2 | $249K | Buy |
1,577
+2
| +0.1% | +$316 | 0.09% | 198 |
|
|
2023
Q1 | $240K | Buy |
+1,575
| New | +$240K | 0.1% | 189 |
|