UFA
US Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $12.7M | Buy |
67,545
+1,213
| +2% | +$228K | 3.76% | 6 |
|
|
2024
Q4 | $12.3M | Buy |
66,332
+1,550
| +2% | +$287K | 3.78% | 6 |
|
|
2024
Q3 | $12.3M | Buy |
64,782
+4,258
| +7% | +$808K | 3.83% | 6 |
|
|
2024
Q2 | $10.6M | Buy |
+60,524
| New | +$10.6M | 3.54% | 7 |
|
|
2021
Q2 | – | Sell |
-11,789
| Closed | -$1.79M | – | 103 |
|
|
2021
Q1 | $1.79M | Sell |
11,789
-27
| -0.2% | -$4.09K | 0.5% | 42 |
|
|
2020
Q4 | $1.62M | Buy |
+11,816
| New | +$1.62M | 0.49% | 38 |
|
|
2016
Q2 | – | Sell |
-795
| Closed | -$79K | – | 209 |
|
|
2016
Q1 | $79K | Sell |
795
-388
| -33% | -$38.6K | 0.14% | 70 |
|
|
2015
Q4 | $116K | Buy |
1,183
+246
| +26% | +$24.1K | 0.11% | 84 |
|
|
2015
Q3 | $87K | Sell |
937
-132
| -12% | -$12.3K | 0.14% | 77 |
|
|
2015
Q2 | $110K | Buy |
+1,069
| New | +$110K | 0.1% | 66 |
|