Summit Investment Advisory Services’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 | $3.76M | Buy |
19,378
+17,979
| +1,285% | +$3.49M | 3.19% | 12 |
|
|
2025
Q1 | $263K | Hold |
1,399
| – | – | 0.13% | 56 |
|
|
2024
Q4 | $259K | Hold |
1,399
| – | – | 0.13% | 59 |
|
|
2024
Q3 | $266K | Sell |
1,399
-13,603
| -91% | -$2.58M | 0.14% | 56 |
|
|
2024
Q2 | $2.62M | Buy |
15,002
+13,586
| +959% | +$2.37M | 3.08% | 13 |
|
|
2024
Q1 | $254K | Hold |
1,416
| – | – | 0.15% | 56 |
|
|
2023
Q4 | $234K | Hold |
1,416
| – | – | 0.15% | 53 |
|
|
2023
Q3 | $215K | Hold |
1,416
| – | – | 0.16% | 50 |
|
|
2023
Q2 | $223K | Hold |
1,416
| – | – | 0.15% | 52 |
|
|
2023
Q1 | $216K | Hold |
1,416
| – | – | 0.15% | 49 |
|
|
2022
Q4 | $215K | Buy |
+1,416
| New | +$215K | 0.26% | 48 |
|