WFAG
Wescott Financial Advisory Group’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 | $594K | Buy |
3,059
+5
| +0.2% | +$971 | 0.06% | 109 |
|
|
2025
Q1 | $575K | Buy |
3,054
+4
| +0.1% | +$753 | 0.06% | 106 |
|
|
2024
Q4 | $565K | Buy |
3,050
+5
| +0.2% | +$926 | 0.06% | 106 |
|
|
2024
Q3 | $578K | Sell |
3,045
-271
| -8% | -$51.4K | 0.06% | 105 |
|
|
2024
Q2 | $579K | Hold |
3,316
| – | – | 0.07% | 106 |
|
|
2024
Q1 | $594K | Buy |
3,316
+10
| +0.3% | +$1.79K | 0.07% | 102 |
|
|
2023
Q4 | $546K | Buy |
3,306
+16
| +0.5% | +$2.64K | 0.08% | 97 |
|
|
2023
Q3 | $500K | Hold |
3,290
| – | – | 0.09% | 97 |
|
|
2023
Q2 | $519K | Buy |
3,290
+5
| +0.2% | +$789 | 0.09% | 98 |
|
|
2023
Q1 | $500K | Buy |
3,285
+6
| +0.2% | +$914 | 0.11% | 94 |
|
|
2022
Q4 | $497K | Buy |
3,279
+8
| +0.2% | +$1.21K | 0.11% | 94 |
|
|
2022
Q3 | $445K | Buy |
3,271
+1,226
| +60% | +$167K | 0.12% | 91 |
|
|
2022
Q2 | $296K | Hold |
2,045
| – | – | 0.08% | 109 |
|
|
2022
Q1 | $339K | Hold |
2,045
| – | – | 0.09% | 99 |
|
|
2021
Q4 | $343K | Hold |
2,045
| – | – | 0.18% | 53 |
|
|
2021
Q3 | $320K | Buy |
2,045
+340
| +20% | +$53.2K | 0.18% | 53 |
|
|
2021
Q2 | $272K | Buy |
+1,705
| New | +$272K | 0.16% | 53 |
|