Toth Financial Advisory’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 | $3.89K | Hold |
20
| – | – | ﹤0.01% | 570 |
|
|
2025
Q1 | $3.76K | Hold |
20
| – | – | ﹤0.01% | 536 |
|
|
2024
Q4 | $3.7K | Hold |
20
| – | – | ﹤0.01% | 533 |
|
|
2024
Q3 | $3.8K | Hold |
20
| – | – | ﹤0.01% | 536 |
|
|
2024
Q2 | $3.49K | Hold |
20
| – | – | ﹤0.01% | 552 |
|
|
2024
Q1 | $3.58K | Hold |
20
| – | – | ﹤0.01% | 548 |
|
|
2023
Q4 | $3.31K | Hold |
20
| – | – | ﹤0.01% | 565 |
|
|
2023
Q3 | $3.04K | Hold |
20
| – | – | ﹤0.01% | 589 |
|
|
2023
Q2 | $3.16K | Hold |
20
| – | – | ﹤0.01% | 589 |
|
|
2023
Q1 | $3.05K | Hold |
20
| – | – | ﹤0.01% | 596 |
|
|
2022
Q4 | $3.03K | Hold |
20
| – | – | ﹤0.01% | 544 |
|
|
2022
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 594 |
|
|
2022
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 556 |
|
|
2022
Q1 | $3K | Sell |
20
-57
| -74% | -$8.55K | ﹤0.01% | 586 |
|
|
2021
Q4 | $13K | Buy |
77
+57
| +285% | +$9.62K | ﹤0.01% | 456 |
|
|
2021
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 610 |
|
|
2021
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 544 |
|
|
2021
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 546 |
|
|
2020
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 495 |
|
|
2020
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 476 |
|
|
2020
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 462 |
|
|
2020
Q1 | $2K | Sell |
20
-41
| -67% | -$4.1K | ﹤0.01% | 381 |
|
|
2019
Q4 | $8K | Hold |
61
| – | – | ﹤0.01% | 321 |
|
|
2019
Q3 | $8K | Hold |
61
| – | – | ﹤0.01% | 322 |
|
|
2019
Q2 | $8K | Hold |
61
| – | – | ﹤0.01% | 326 |
|
|
2019
Q1 | $8K | Hold |
61
| – | – | ﹤0.01% | 314 |
|
|
2018
Q4 | $7K | Hold |
61
| – | – | ﹤0.01% | 297 |
|
|
2018
Q3 | $8K | Hold |
61
| – | – | ﹤0.01% | 323 |
|
|
2018
Q2 | $7K | Hold |
61
| – | – | ﹤0.01% | 331 |
|
|
2018
Q1 | $7K | Hold |
61
| – | – | ﹤0.01% | 339 |
|
|
2017
Q4 | $8K | Buy |
+61
| New | +$8K | ﹤0.01% | 330 |
|