Vise Technologies’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 | $2.6M | Buy |
+13,379
| New | +$2.6M | 0.11% | 201 |
|
|
2024
Q4 | $2.22M | Buy |
12,002
+9,930
| +479% | +$1.84M | 0.19% | 121 |
|
|
2024
Q3 | $393K | Sell |
2,072
-270
| -12% | -$51.2K | 0.05% | 365 |
|
|
2024
Q2 | $409K | Buy |
2,342
+304
| +15% | +$53K | 0.07% | 263 |
|
|
2024
Q1 | $365K | Buy |
2,038
+543
| +36% | +$97.3K | 0.07% | 254 |
|
|
2023
Q4 | $247K | Sell |
1,495
-1
| -0.1% | -$165 | 0.05% | 306 |
|
|
2023
Q3 | $227K | Buy |
+1,496
| New | +$227K | 0.06% | 294 |
|