True Link Financial Advisors’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 |
-5,398
| Closed | -$1.02M | – | 100 |
|
|
2025
Q1 | $1.02M | Buy |
+5,398
| New | +$1.02M | 0.08% | 34 |
|
|
2024
Q2 | – | Sell |
-1,873
| Closed | -$335K | – | 68 |
|
|
2024
Q1 | $335K | Hold |
1,873
| – | – | 0.03% | 52 |
|
|
2023
Q4 | $310K | Buy |
1,873
+13
| +0.7% | +$2.15K | 0.03% | 49 |
|
|
2023
Q3 | $282K | Buy |
1,860
+66
| +4% | +$10K | 0.03% | 94 |
|
|
2023
Q2 | $283K | Sell |
1,794
-130
| -7% | -$20.5K | 0.03% | 102 |
|
|
2023
Q1 | $293K | Buy |
1,924
+130
| +7% | +$19.8K | 0.04% | 106 |
|
|
2022
Q4 | $272K | Sell |
1,794
-58
| -3% | -$8.8K | 0.04% | 110 |
|
|
2022
Q3 | $252K | Hold |
1,852
| – | – | 0.04% | 120 |
|
|
2022
Q2 | $268K | Hold |
1,852
| – | – | 0.04% | 112 |
|
|
2022
Q1 | $307K | Buy |
1,852
+1,488
| +409% | +$247K | 0.04% | 107 |
|
|
2021
Q4 | $61K | Sell |
364
-68
| -16% | -$11.4K | 0.01% | 444 |
|
|
2021
Q3 | $68K | Hold |
432
| – | – | 0.01% | 428 |
|
|
2021
Q2 | $69K | Sell |
432
-96
| -18% | -$15.3K | 0.01% | 387 |
|
|
2021
Q1 | $80K | Hold |
528
| – | – | 0.01% | 437 |
|
|
2020
Q4 | $72K | Buy |
+528
| New | +$72K | 0.01% | 486 |
|