Van Hulzen Asset 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
Q1 | – | Sell |
-81
| Closed | -$15K | – | 696 |
|
|
2024
Q4 | $15K | Buy |
+81
| New | +$15K | ﹤0.01% | 718 |
|
|
2020
Q3 | – | Sell |
-2,734
| Closed | -$308K | – | 275 |
|
|
2020
Q2 | $308K | Sell |
2,734
-2,503
| -48% | -$282K | 0.05% | 188 |
|
|
2020
Q1 | $519K | Sell |
5,237
-914
| -15% | -$90.6K | 0.11% | 118 |
|
|
2019
Q4 | $839K | Buy |
6,151
+28
| +0.5% | +$3.82K | 0.16% | 98 |
|
|
2019
Q3 | $785K | Buy |
6,123
+2,162
| +55% | +$277K | 0.17% | 98 |
|
|
2019
Q2 | $504K | Buy |
3,961
+20
| +0.5% | +$2.55K | 0.11% | 133 |
|
|
2019
Q1 | $487K | Hold |
3,941
| – | – | 0.13% | 116 |
|
|
2018
Q4 | $438K | Sell |
3,941
-205
| -5% | -$22.8K | 0.13% | 121 |
|
|
2018
Q3 | $525K | Buy |
4,146
+549
| +15% | +$69.5K | 0.14% | 119 |
|
|
2018
Q2 | $437K | Buy |
+3,597
| New | +$437K | 0.13% | 107 |
|