Wealthspan 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 | $3.83M | Sell |
19,744
-774
| -4% | -$150K | 1.59% | 18 |
|
|
2025
Q1 | $3.86M | Sell |
20,518
-533
| -3% | -$100K | 1.78% | 15 |
|
|
2024
Q4 | $3.9M | Sell |
21,051
-420
| -2% | -$77.8K | 1.86% | 13 |
|
|
2024
Q3 | $4.08M | Sell |
21,471
-267
| -1% | -$50.7K | 2.01% | 12 |
|
|
2024
Q2 | $3.79M | Sell |
21,738
-203
| -0.9% | -$35.4K | 2.09% | 12 |
|
|
2024
Q1 | $3.93M | Sell |
21,941
-315
| -1% | -$56.4K | 2.32% | 10 |
|
|
2023
Q4 | $3.68M | Sell |
22,256
-249
| -1% | -$41.1K | 2.57% | 11 |
|
|
2023
Q3 | $3.42M | Buy |
22,505
+78
| +0.3% | +$11.8K | 2.7% | 13 |
|
|
2023
Q2 | $3.54M | Buy |
22,427
+457
| +2% | +$72.1K | 2.79% | 11 |
|
|
2023
Q1 | $3.35M | Buy |
21,970
+198
| +0.9% | +$30.1K | 2.86% | 10 |
|
|
2022
Q4 | $3.3M | Sell |
21,772
-440
| -2% | -$66.7K | 3% | 9 |
|
|
2022
Q3 | $3.02M | Sell |
22,212
-17
| -0.1% | -$2.31K | 3.13% | 9 |
|
|
2022
Q2 | $3.22M | Sell |
22,229
-26
| -0.1% | -$3.77K | 3.33% | 10 |
|
|
2022
Q1 | $3.69M | Buy |
22,255
+787
| +4% | +$131K | 3.35% | 9 |
|
|
2021
Q4 | $3.61M | Buy |
+21,468
| New | +$3.61M | 3.19% | 8 |
|