Wedmont Private Capital’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 | $808K | Buy |
4,120
+35
| +0.9% | +$6.87K | 0.03% | 309 |
|
|
2025
Q1 | $719K | Buy |
4,085
+2
| +0% | +$352 | 0.04% | 288 |
|
|
2024
Q4 | $750K | Buy |
4,083
+1,351
| +49% | +$248K | 0.04% | 279 |
|
|
2024
Q3 | $515K | Sell |
2,732
-195
| -7% | -$36.7K | 0.03% | 344 |
|
|
2024
Q2 | $523K | Buy |
2,927
+845
| +41% | +$151K | 0.03% | 331 |
|
|
2024
Q1 | $369K | Buy |
2,082
+329
| +19% | +$58.3K | 0.03% | 395 |
|
|
2023
Q4 | $291K | Sell |
1,753
-201
| -10% | -$33.3K | 0.02% | 435 |
|
|
2023
Q3 | $295K | Buy |
1,954
+256
| +15% | +$38.6K | 0.03% | 387 |
|
|
2023
Q2 | $270K | Sell |
1,698
-975
| -36% | -$155K | 0.03% | 403 |
|
|
2023
Q1 | $409K | Hold |
2,673
| – | – | 0.05% | 257 |
|
|
2022
Q4 | $415K | Buy |
2,673
+122
| +5% | +$19K | 0.06% | 248 |
|
|
2022
Q3 | $347K | Hold |
2,551
| – | – | 0.07% | 221 |
|
|
2022
Q2 | $370K | Sell |
2,551
-200
| -7% | -$29K | 0.08% | 187 |
|
|
2022
Q1 | $458K | Buy |
2,751
+36
| +1% | +$5.99K | 0.1% | 157 |
|
|
2021
Q4 | $461K | Buy |
+2,715
| New | +$461K | 0.14% | 117 |
|