UWM
USAdvisors Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
1,194
-219
| -15% | -$42.6K | 0.09% | 115 |
|
|
2025
Q1 | $265K | Sell |
1,413
-151
| -10% | -$28.3K | 0.09% | 109 |
|
|
2024
Q4 | $289K | Buy |
1,564
+15
| +1% | +$2.77K | 0.09% | 107 |
|
|
2024
Q3 | $293K | Sell |
1,549
-239
| -13% | -$45.2K | 0.1% | 99 |
|
|
2024
Q2 | $311K | Sell |
1,788
-405
| -18% | -$70.4K | 0.11% | 99 |
|
|
2024
Q1 | $392K | Sell |
2,193
-235
| -10% | -$42K | 0.15% | 96 |
|
|
2023
Q4 | $401K | Sell |
2,428
-224
| -8% | -$37K | 0.17% | 89 |
|
|
2023
Q3 | $402K | Sell |
2,652
-1
| -0% | -$152 | 0.18% | 85 |
|
|
2023
Q2 | $419K | Buy |
2,653
+261
| +11% | +$41.2K | 0.2% | 79 |
|
|
2023
Q1 | $364K | Buy |
2,392
+13
| +0.5% | +$1.98K | 0.17% | 90 |
|
|
2022
Q4 | $361K | Buy |
2,379
+27
| +1% | +$4.1K | 0.17% | 89 |
|
|
2022
Q3 | $320K | Hold |
2,352
| – | – | 0.16% | 97 |
|
|
2022
Q2 | $341K | Sell |
2,352
-1
| -0% | -$145 | 0.17% | 95 |
|
|
2022
Q1 | $391K | Buy |
2,353
+4
| +0.2% | +$665 | 0.17% | 92 |
|
|
2021
Q4 | $395K | Sell |
2,349
-79
| -3% | -$13.3K | 0.16% | 88 |
|
|
2021
Q3 | $380K | Buy |
2,428
+229
| +10% | +$35.8K | 0.16% | 85 |
|
|
2021
Q2 | $349K | Buy |
2,199
+6
| +0.3% | +$952 | 0.19% | 83 |
|
|
2021
Q1 | $332K | Sell |
2,193
-293
| -12% | -$44.4K | 0.16% | 85 |
|
|
2020
Q4 | $336K | Sell |
2,486
-15
| -0.6% | -$2.03K | 0.16% | 71 |
|
|
2020
Q3 | $295 | Buy |
2,501
+4
| +0.2% | – | 0.05% | 60 |
|
|
2020
Q2 | $281K | Sell |
2,497
-32
| -1% | -$3.6K | 0.15% | 61 |
|
|
2020
Q1 | $251K | Buy |
2,529
+116
| +5% | +$11.5K | 0.16% | 61 |
|
|
2019
Q4 | $329K | Buy |
+2,413
| New | +$329K | 0.17% | 67 |
|