Vawter Financial’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 | – | Sell |
-5,673
| Closed | -$1.07M | – | 56 |
|
|
2025
Q1 | $1.07M | Sell |
5,673
-239
| -4% | -$45K | 0.6% | 34 |
|
|
2024
Q4 | $1.09M | Sell |
5,912
-225
| -4% | -$41.7K | 0.66% | 34 |
|
|
2024
Q3 | $1.16M | Hold |
6,137
| – | – | 0.71% | 33 |
|
|
2024
Q2 | $1.07M | Buy |
6,137
+364
| +6% | +$63.5K | 0.73% | 30 |
|
|
2024
Q1 | $1.03M | Sell |
5,773
-365
| -6% | -$65.4K | 0.75% | 29 |
|
|
2023
Q4 | $1.01M | Sell |
6,138
-153
| -2% | -$25.3K | 0.79% | 25 |
|
|
2023
Q3 | $955K | Sell |
6,291
-299
| -5% | -$45.4K | 1.08% | 20 |
|
|
2023
Q2 | $1.04M | Hold |
6,590
| – | – | 0.9% | 24 |
|
|
2023
Q1 | $1M | Sell |
6,590
-195
| -3% | -$29.7K | 1.02% | 19 |
|
|
2022
Q4 | $1.03M | Buy |
+6,785
| New | +$1.03M | 1.2% | 18 |
|