Verum Partners’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 | $1.35M | Sell |
6,946
-108
| -2% | -$21K | 0.31% | 54 |
|
|
2025
Q1 | $1.33M | Sell |
7,054
-138
| -2% | -$26K | 0.36% | 49 |
|
|
2024
Q4 | $1.33M | Sell |
7,192
-754
| -9% | -$140K | 0.38% | 50 |
|
|
2024
Q3 | $1.51M | Sell |
7,946
-3,422
| -30% | -$649K | 0.44% | 46 |
|
|
2024
Q2 | $1.98M | Sell |
11,368
-1,313
| -10% | -$229K | 0.64% | 35 |
|
|
2024
Q1 | $2.27M | Sell |
12,681
-5,028
| -28% | -$901K | 0.81% | 31 |
|
|
2023
Q4 | $2.93M | Sell |
17,709
-3,088
| -15% | -$510K | 1.16% | 23 |
|
|
2023
Q3 | $3.16M | Buy |
20,797
+19,528
| +1,539% | +$2.96M | 1.41% | 19 |
|
|
2023
Q2 | $200K | Sell |
1,269
-53
| -4% | -$8.37K | 0.18% | 104 |
|
|
2023
Q1 | $201K | Sell |
1,322
-793
| -37% | -$121K | 0.22% | 64 |
|
|
2022
Q4 | $321K | Buy |
+2,115
| New | +$321K | 0.39% | 49 |
|