Vance Wealth’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 | $1.12M | Sell |
5,745
-179
| -3% | -$34.8K | 0.38% | 47 |
|
|
2025
Q1 | $1.11M | Sell |
5,924
-1,347
| -19% | -$253K | 0.42% | 44 |
|
|
2024
Q4 | $1.35M | Buy |
7,271
+31
| +0.4% | +$5.74K | 0.52% | 37 |
|
|
2024
Q3 | $1.37M | Sell |
7,240
-9
| -0.1% | -$1.71K | 0.52% | 38 |
|
|
2024
Q2 | $1.26M | Buy |
7,249
+137
| +2% | +$23.9K | 0.52% | 37 |
|
|
2024
Q1 | $1.27M | Sell |
7,112
-182
| -2% | -$32.6K | 0.51% | 37 |
|
|
2023
Q4 | $1.21M | Sell |
7,294
-3,720
| -34% | -$615K | 0.52% | 36 |
|
|
2023
Q3 | $1.67M | Buy |
11,014
+213
| +2% | +$32.3K | 0.78% | 30 |
|
|
2023
Q2 | $1.7M | Buy |
10,801
+2,852
| +36% | +$450K | 0.78% | 30 |
|
|
2023
Q1 | $1.21M | Buy |
7,949
+14
| +0.2% | +$2.13K | 0.65% | 30 |
|
|
2022
Q4 | $1.2M | Sell |
7,935
-4,588
| -37% | -$696K | 0.75% | 29 |
|
|
2022
Q3 | $1.7M | Sell |
12,523
-998
| -7% | -$136K | 1.31% | 18 |
|
|
2022
Q2 | $1.96M | Buy |
+13,521
| New | +$1.96M | 1.52% | 13 |
|