WDG
Wealth Dimensions Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
11,177
-167
| -1% | -$32.4K | 0.48% | 31 |
|
|
2025
Q1 | $2.13M | Sell |
11,344
-32
| -0.3% | -$6.02K | 0.51% | 27 |
|
|
2024
Q4 | $2.11M | Sell |
11,376
-126
| -1% | -$23.3K | 0.52% | 28 |
|
|
2024
Q3 | $2.18M | Buy |
11,502
+3
| +0% | +$569 | 0.55% | 28 |
|
|
2024
Q2 | $2.01M | Sell |
11,499
-666
| -5% | -$116K | 0.57% | 28 |
|
|
2024
Q1 | $2.18M | Sell |
12,165
-79
| -0.6% | -$14.2K | 0.64% | 25 |
|
|
2023
Q4 | $2.02M | Buy |
12,244
+795
| +7% | +$131K | 0.64% | 25 |
|
|
2023
Q3 | $1.74M | Buy |
11,449
+582
| +5% | +$88.4K | 0.63% | 30 |
|
|
2023
Q2 | $1.72M | Sell |
10,867
-27
| -0.2% | -$4.26K | 0.62% | 29 |
|
|
2023
Q1 | $1.66M | Buy |
10,894
+3
| +0% | +$457 | 0.64% | 29 |
|
|
2022
Q4 | $1.65M | Buy |
10,891
+9,125
| +517% | +$1.38M | 0.67% | 27 |
|
|
2022
Q3 | $240K | Buy |
1,766
+3
| +0.2% | +$408 | 0.12% | 106 |
|
|
2022
Q2 | $256K | Buy |
+1,763
| New | +$256K | 0.12% | 104 |
|