Tyler-Stone Wealth 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 | $414K | Hold |
2,130
| – | – | 0.07% | 218 |
|
|
2025
Q1 | $401K | Hold |
2,130
| – | – | 0.07% | 211 |
|
|
2024
Q4 | $394K | Hold |
2,130
| – | – | 0.07% | 214 |
|
|
2024
Q3 | $404K | Buy |
2,130
+1,065
| +100% | +$202K | 0.08% | 213 |
|
|
2024
Q2 | $186K | Hold |
1,065
| – | – | 0.08% | 199 |
|
|
2024
Q1 | $191K | Hold |
1,065
| – | – | 0.08% | 196 |
|
|
2023
Q4 | $176K | Hold |
1,065
| – | – | 0.09% | 189 |
|
|
2023
Q3 | $162K | Hold |
1,065
| – | – | 0.09% | 182 |
|
|
2023
Q2 | $168K | Buy |
+1,065
| New | +$168K | 0.09% | 185 |
|
|
2022
Q4 | $187K | Hold |
1,235
| – | – | 0.13% | 148 |
|
|
2022
Q3 | $168K | Sell |
1,235
-9
| -0.7% | -$1.22K | 0.13% | 148 |
|
|
2022
Q2 | $180K | Hold |
1,244
| – | – | 0.12% | 160 |
|
|
2022
Q1 | $206K | Sell |
1,244
-200
| -14% | -$33.1K | 0.11% | 164 |
|
|
2021
Q4 | $242K | Buy |
+1,444
| New | +$242K | 0.13% | 163 |
|