WealthPLAN 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 | $552K | Hold |
2,842
| – | – | 0.09% | 163 |
|
|
2025
Q1 | $535K | Hold |
2,842
| – | – | 0.08% | 162 |
|
|
2024
Q4 | $526K | Hold |
2,842
| – | – | 0.07% | 167 |
|
|
2024
Q3 | $539K | Hold |
2,842
| – | – | 0.07% | 172 |
|
|
2024
Q2 | $496K | Hold |
2,842
| – | – | 0.05% | 208 |
|
|
2024
Q1 | $509K | Hold |
2,842
| – | – | 0.05% | 204 |
|
|
2023
Q4 | $470K | Sell |
2,842
-82
| -3% | -$13.6K | 0.05% | 221 |
|
|
2023
Q3 | $444K | Sell |
2,924
-291
| -9% | -$44.2K | 0.05% | 219 |
|
|
2023
Q2 | $507K | Hold |
3,215
| – | – | 0.07% | 190 |
|
|
2023
Q1 | $490K | Hold |
3,215
| – | – | 0.06% | 201 |
|
|
2022
Q4 | $513K | Buy |
+3,215
| New | +$513K | 0.04% | 250 |
|
|
2022
Q1 | $503K | Hold |
3,215
| – | – | 0.03% | 248 |
|
|
2021
Q4 | $527K | Hold |
3,215
| – | – | 0.03% | 245 |
|
|
2021
Q3 | $528K | Buy |
+3,215
| New | +$528K | 0.04% | 247 |
|