W Advisors LLC’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 | $4.25M | Buy |
21,904
+9,200
| +72% | +$1.79M | 2.44% | 12 |
|
|
2025
Q1 | $2.39M | Sell |
12,704
-3,166
| -20% | -$596K | 1.5% | 15 |
|
|
2024
Q4 | $2.94M | Buy |
15,870
+2,627
| +20% | +$486K | 1.82% | 15 |
|
|
2024
Q3 | $2.51M | Sell |
13,243
-102
| -0.8% | -$19.4K | 1.55% | 15 |
|
|
2024
Q2 | $2.33M | Buy |
13,345
+179
| +1% | +$31.2K | 1.53% | 14 |
|
|
2024
Q1 | $2.36M | Sell |
13,166
-171
| -1% | -$30.6K | 1.62% | 15 |
|
|
2023
Q4 | $2.2M | Sell |
13,337
-453
| -3% | -$74.9K | 1.63% | 15 |
|
|
2023
Q3 | $2.09M | Buy |
13,790
+195
| +1% | +$29.6K | 1.72% | 17 |
|
|
2023
Q2 | $2.15M | Hold |
13,595
| – | – | 1.68% | 16 |
|
|
2023
Q1 | $2.07M | Sell |
13,595
-3,141
| -19% | -$478K | 1.71% | 16 |
|
|
2022
Q4 | $2.54M | Buy |
16,736
+2,825
| +20% | +$428K | 2.11% | 15 |
|
|
2022
Q3 | $1.89M | Buy |
13,911
+282
| +2% | +$38.4K | 1.76% | 16 |
|
|
2022
Q2 | $1.98M | Buy |
13,629
+156
| +1% | +$22.6K | 1.71% | 14 |
|
|
2022
Q1 | $2.24M | Sell |
13,473
-7,744
| -36% | -$1.29M | 1.69% | 14 |
|
|
2021
Q4 | $3.56M | Buy |
+21,217
| New | +$3.56M | 2.66% | 12 |
|