TruNorth Capital Management’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 | $73.2K | Hold |
377
| – | – | 0.02% | 137 |
|
|
2025
Q1 | $70.9K | Hold |
377
| – | – | 0.02% | 172 |
|
|
2024
Q4 | $69.8K | Hold |
377
| – | – | 0.02% | 124 |
|
|
2024
Q3 | $71.6K | Hold |
377
| – | – | 0.02% | 122 |
|
|
2024
Q2 | $65.8K | Sell |
377
-765
| -67% | -$133K | 0.02% | 108 |
|
|
2024
Q1 | $205K | Buy |
+1,142
| New | +$205K | 0.07% | 60 |
|