Studio Investment 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 | – | Sell |
-162
| Closed | -$30.5K | – | 238 |
|
|
2025
Q1 | $30.5K | Sell |
162
-10
| -6% | -$1.88K | 0.01% | 220 |
|
|
2024
Q4 | $31.8K | Hold |
172
| – | – | 0.01% | 211 |
|
|
2024
Q3 | $32.6K | Hold |
172
| – | – | 0.01% | 207 |
|
|
2024
Q2 | $30K | Hold |
172
| – | – | 0.01% | 194 |
|
|
2024
Q1 | $30.8K | Hold |
172
| – | – | 0.01% | 195 |
|
|
2023
Q4 | $28.4K | Hold |
172
| – | – | 0.01% | 188 |
|
|
2023
Q3 | $26.3K | Hold |
172
| – | – | 0.01% | 182 |
|
|
2023
Q2 | $27.1K | Hold |
172
| – | – | 0.01% | 183 |
|
|
2023
Q1 | $26.2K | Hold |
172
| – | – | 0.01% | 169 |
|
|
2022
Q4 | $26.1K | Buy |
172
+92
| +115% | +$14K | 0.01% | 147 |
|
|
2022
Q3 | $10.9K | Hold |
80
| – | – | ﹤0.01% | 146 |
|
|
2022
Q2 | $12K | Buy |
+80
| New | +$12K | ﹤0.01% | 158 |
|