Strategic Wealth Partners’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 | $203K | Buy |
+1,046
| New | +$203K | 0.02% | 310 |
|
|
2024
Q2 | – | Sell |
-1,211
| Closed | -$217K | – | 299 |
|
|
2024
Q1 | $217K | Buy |
+1,211
| New | +$217K | 0.02% | 263 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$12 | – | 315 |
|
|
2019
Q3 | $12 | Hold |
100
| – | – | ﹤0.01% | 488 |
|
|
2019
Q2 | $12K | Hold |
100
| – | – | 0.01% | 467 |
|
|
2019
Q1 | $12K | Hold |
100
| – | – | 0.01% | 464 |
|
|
2018
Q4 | $12K | Hold |
100
| – | – | 0.01% | 423 |
|
|
2018
Q3 | $13K | Hold |
100
| – | – | 0.01% | 419 |
|
|
2018
Q2 | $12K | Hold |
100
| – | – | 0.01% | 496 |
|
|
2018
Q1 | $12K | Hold |
100
| – | – | 0.01% | 468 |
|
|
2017
Q4 | $12K | Buy |
+100
| New | +$12K | 0.01% | 446 |
|