Truvestments Capital’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 | $19.4K | Sell |
100
-31
| -24% | -$6.02K | ﹤0.01% | 542 |
|
|
2025
Q1 | $24.6K | Buy |
+131
| New | +$24.6K | 0.01% | 515 |
|
|
2024
Q2 | – | Sell |
-73
| Closed | -$13.1K | – | 458 |
|
|
2024
Q1 | $13.1K | Buy |
+73
| New | +$13.1K | 0.01% | 478 |
|
|
2021
Q2 | – | Sell |
-64
| Closed | -$10K | – | 660 |
|
|
2021
Q1 | $10K | Hold |
64
| – | – | 0.01% | 437 |
|
|
2020
Q4 | $8K | Buy |
+64
| New | +$8K | 0.01% | 455 |
|
|
2020
Q3 | – | Sell |
-63
| Closed | -$7K | – | 431 |
|
|
2020
Q2 | $7K | Buy |
+63
| New | +$7K | 0.01% | 422 |
|
|
2019
Q2 | – | Sell |
-86
| Closed | -$11K | – | 746 |
|
|
2019
Q1 | $11K | Buy |
+86
| New | +$11K | 0.01% | 504 |
|