SFS
Summit Financial Strategies’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
9,669
+16
| +0.2% | +$3.11K | 0.17% | 44 |
|
|
2025
Q1 | $1.82M | Hold |
9,653
| – | – | 0.18% | 44 |
|
|
2024
Q4 | $1.79M | Hold |
9,653
| – | – | 0.2% | 41 |
|
|
2024
Q3 | $1.83M | Hold |
9,653
| – | – | 0.21% | 40 |
|
|
2024
Q2 | $1.68M | Sell |
9,653
-155
| -2% | -$27K | 0.21% | 39 |
|
|
2024
Q1 | $1.76M | Sell |
9,808
-11
| -0.1% | -$1.97K | 0.25% | 36 |
|
|
2023
Q4 | $1.62M | Hold |
9,819
| – | – | 0.25% | 36 |
|
|
2023
Q3 | $1.49M | Hold |
9,819
| – | – | 0.28% | 32 |
|
|
2023
Q2 | $1.55M | Hold |
9,819
| – | – | 0.29% | 31 |
|
|
2023
Q1 | $1.5M | Hold |
9,819
| – | – | 0.29% | 30 |
|
|
2022
Q4 | $1.49M | Hold |
9,819
| – | – | 0.32% | 29 |
|
|
2022
Q3 | $1.34M | Hold |
9,819
| – | – | 0.32% | 28 |
|
|
2022
Q2 | $1.42M | Hold |
9,819
| – | – | 0.33% | 25 |
|
|
2022
Q1 | $1.63M | Sell |
9,819
-238
| -2% | -$39.5K | 0.33% | 23 |
|
|
2021
Q4 | $1.69M | Sell |
10,057
-18
| -0.2% | -$3.02K | 0.33% | 24 |
|
|
2021
Q3 | $1.58M | Buy |
10,075
+18
| +0.2% | +$2.82K | 0.3% | 23 |
|
|
2021
Q2 | $1.6M | Buy |
+10,057
| New | +$1.6M | 0.32% | 24 |
|