WBH Advisory’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 | $628K | Buy |
3,234
+2,057
| +175% | +$399K | 0.05% | 201 |
|
|
2025
Q1 | $221K | Sell |
1,177
-3
| -0.3% | -$564 | 0.02% | 309 |
|
|
2024
Q4 | $218K | Hold |
1,180
| – | – | 0.02% | 302 |
|
|
2024
Q3 | $224K | Sell |
1,180
-2
| -0.2% | -$379 | 0.02% | 307 |
|
|
2024
Q2 | $206K | Sell |
1,182
-1
| -0.1% | -$174 | 0.02% | 299 |
|
|
2024
Q1 | $212K | Buy |
+1,183
| New | +$212K | 0.02% | 297 |
|