Watershed Private 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 | $277K | Buy |
+1,426
| New | +$277K | 0.1% | 91 |
|
|
2024
Q2 | – | Sell |
-1,594
| Closed | -$286K | – | 123 |
|
|
2024
Q1 | $286K | Hold |
1,594
| – | – | 0.13% | 97 |
|
|
2023
Q4 | $263K | Buy |
+1,594
| New | +$263K | 0.15% | 92 |
|
|
2023
Q3 | – | Sell |
-1,468
| Closed | -$232K | – | 98 |
|
|
2023
Q2 | $232K | Hold |
1,468
| – | – | 0.14% | 84 |
|
|
2023
Q1 | $224K | Hold |
1,468
| – | – | 0.15% | 76 |
|
|
2022
Q4 | $223K | Buy |
+1,468
| New | +$223K | 0.17% | 75 |
|