WFA
Wellspring Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.22M | Sell |
42,331
-111
| -0.3% | -$21.6K | 0.83% | 20 |
|
|
2025
Q1 | $7.99M | Buy |
42,442
+18
| +0% | +$3.39K | 0.89% | 19 |
|
|
2024
Q4 | $7.85M | Sell |
42,424
-201
| -0.5% | -$37.2K | 0.82% | 22 |
|
|
2024
Q3 | $8.09M | Buy |
42,625
+22,976
| +117% | +$4.36M | 0.97% | 22 |
|
|
2024
Q2 | $3.43M | Sell |
19,649
-799
| -4% | -$139K | 0.47% | 29 |
|
|
2024
Q1 | $3.66M | Sell |
20,448
-742
| -4% | -$133K | 0.58% | 27 |
|
|
2023
Q4 | $3.5M | Sell |
21,190
-222
| -1% | -$36.7K | 0.87% | 30 |
|
|
2023
Q3 | $3.25M | Sell |
21,412
-4
| -0% | -$607 | 0.95% | 29 |
|
|
2023
Q2 | $3.38M | Sell |
21,416
-896
| -4% | -$141K | 0.96% | 27 |
|
|
2023
Q1 | $3.4M | Sell |
22,312
-1,194
| -5% | -$182K | 1.01% | 26 |
|
|
2022
Q4 | $3.56M | Sell |
23,506
-45
| -0.2% | -$6.82K | 1.19% | 25 |
|
|
2022
Q3 | $3.2M | Sell |
23,551
-248
| -1% | -$33.7K | 1.18% | 23 |
|
|
2022
Q2 | $3.45M | Sell |
23,799
-28
| -0.1% | -$4.06K | 1.2% | 23 |
|
|
2022
Q1 | $3.96M | Sell |
23,827
-2,242
| -9% | -$372K | 1.17% | 20 |
|
|
2021
Q4 | $4.38M | Buy |
26,069
+2,484
| +11% | +$417K | 1.22% | 21 |
|
|
2021
Q3 | $3.69M | Sell |
23,585
-13
| -0.1% | -$2.03K | 1.11% | 23 |
|
|
2021
Q2 | $3.74M | Buy |
23,598
+3
| +0% | +$476 | 1.18% | 22 |
|
|
2021
Q1 | $2.34M | Hold |
23,595
| – | – | 1.13% | 16 |
|
|
2020
Q4 | $3.23M | Hold |
23,595
| – | – | 1.13% | 23 |
|
|
2020
Q3 | $2.79M | Hold |
23,595
| – | – | 1.09% | 21 |
|
|
2020
Q2 | $2.66M | Hold |
23,595
| – | – | 1.1% | 21 |
|
|
2020
Q1 | $2.34M | Buy |
+23,595
| New | +$2.34M | 1.13% | 16 |
|