Wealth Management Partners’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 | $343K | Hold |
1,751
| – | – | 0.12% | 106 |
|
|
2025
Q1 | $329K | Hold |
1,751
| – | – | 0.15% | 92 |
|
|
2024
Q4 | $324K | Sell |
1,751
-37
| -2% | -$6.85K | 0.14% | 95 |
|
|
2024
Q3 | $339K | Hold |
1,788
| – | – | 0.16% | 87 |
|
|
2024
Q2 | $312K | Hold |
1,788
| – | – | 0.15% | 81 |
|
|
2024
Q1 | $320K | Hold |
1,788
| – | – | 0.16% | 91 |
|
|
2023
Q4 | $295K | Hold |
1,788
| – | – | 0.16% | 93 |
|
|
2023
Q3 | $271K | Sell |
1,788
-81
| -4% | -$12.3K | 0.17% | 94 |
|
|
2023
Q2 | $295K | Hold |
1,869
| – | – | 0.19% | 88 |
|
|
2023
Q1 | $285K | Sell |
1,869
-131
| -7% | -$19.9K | 0.2% | 92 |
|
|
2022
Q4 | $283K | Hold |
2,000
| – | – | 0.24% | 78 |
|
|
2022
Q3 | $260K | Hold |
2,000
| – | – | 0.23% | 76 |
|
|
2022
Q2 | $271K | Hold |
2,000
| – | – | 0.24% | 78 |
|
|
2022
Q1 | $336K | Hold |
2,000
| – | – | 0.24% | 77 |
|
|
2021
Q4 | $416K | Sell |
2,000
-476
| -19% | -$99K | 0.29% | 71 |
|
|
2021
Q3 | $388K | Sell |
2,476
-125
| -5% | -$19.6K | 0.29% | 72 |
|
|
2021
Q2 | $413K | Hold |
2,601
| – | – | 0.29% | 72 |
|
|
2021
Q1 | $401K | Sell |
2,601
-282
| -10% | -$43.5K | 0.3% | 71 |
|
|
2020
Q4 | $402K | Buy |
+2,883
| New | +$402K | 0.31% | 72 |
|