Total Wealth Planning’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 | $4.62M | Buy |
23,810
+22,175
| +1,356% | +$4.31M | 0.58% | 34 |
|
|
2025
Q1 | $308K | Hold |
1,635
| – | – | 0.05% | 76 |
|
|
2024
Q4 | $303K | Hold |
1,635
| – | – | 0.05% | 79 |
|
|
2024
Q3 | $310K | Hold |
1,635
| – | – | 0.05% | 81 |
|
|
2024
Q2 | $298K | Hold |
1,635
| – | – | 0.05% | 80 |
|
|
2024
Q1 | $293K | Hold |
1,635
| – | – | 0.05% | 82 |
|
|
2023
Q4 | $270K | Buy |
+1,635
| New | +$270K | 0.05% | 83 |
|
|
2022
Q2 | – | Sell |
-1,492
| Closed | -$248K | – | 88 |
|
|
2022
Q1 | $248K | Buy |
+1,492
| New | +$248K | 0.07% | 73 |
|