WealthTrust Axiom’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 | $275K | Hold |
1,414
| – | – | 0.08% | 195 |
|
|
2025
Q1 | $266K | Hold |
1,414
| – | – | 0.08% | 202 |
|
|
2024
Q4 | $262K | Buy |
1,414
+81
| +6% | +$15K | 0.08% | 199 |
|
|
2024
Q3 | $253K | Hold |
1,333
| – | – | 0.08% | 206 |
|
|
2024
Q2 | $233K | Hold |
1,333
| – | – | 0.08% | 206 |
|
|
2024
Q1 | $239K | Hold |
1,333
| – | – | 0.08% | 209 |
|
|
2023
Q4 | $220K | Hold |
1,333
| – | – | 0.07% | 211 |
|
|
2023
Q3 | $202K | Buy |
+1,333
| New | +$202K | 0.07% | 209 |
|
|
2020
Q1 | – | Sell |
-2,160
| Closed | -$294K | – | 213 |
|
|
2019
Q4 | $294K | Hold |
2,160
| – | – | 0.1% | 155 |
|
|
2019
Q3 | $277K | Hold |
2,160
| – | – | 0.1% | 160 |
|
|
2019
Q2 | $274K | Hold |
2,160
| – | – | 0.1% | 162 |
|
|
2019
Q1 | $266K | Hold |
2,160
| – | – | 0.09% | 166 |
|
|
2018
Q4 | $239K | Hold |
2,160
| – | – | 0.1% | 164 |
|
|
2018
Q3 | $273K | Hold |
2,160
| – | – | 0.09% | 170 |
|
|
2018
Q2 | $262K | Hold |
2,160
| – | – | 0.09% | 179 |
|
|
2018
Q1 | $259K | Buy |
+2,160
| New | +$259K | 0.09% | 175 |
|