West Branch 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 | $175K | Sell |
900
-40
| -4% | -$7.77K | 0.05% | 90 |
|
|
2025
Q1 | $177K | Hold |
940
| – | – | 0.06% | 84 |
|
|
2024
Q4 | $174K | Sell |
940
-4
| -0.4% | -$741 | 0.06% | 90 |
|
|
2024
Q3 | $179K | Sell |
944
-12
| -1% | -$2.28K | 0.06% | 89 |
|
|
2024
Q2 | $167K | Hold |
956
| – | – | 0.06% | 91 |
|
|
2024
Q1 | $171K | Sell |
956
-1
| -0.1% | -$179 | 0.07% | 89 |
|
|
2023
Q4 | $158K | Sell |
957
-100
| -9% | -$16.5K | 0.07% | 86 |
|
|
2023
Q3 | $160K | Hold |
1,057
| – | – | 0.08% | 86 |
|
|
2023
Q2 | $167K | Hold |
1,057
| – | – | 0.08% | 87 |
|
|
2023
Q1 | $161K | Hold |
1,057
| – | – | 0.09% | 87 |
|
|
2022
Q4 | $160K | Hold |
1,057
| – | – | 0.1% | 87 |
|
|
2022
Q3 | $144K | Hold |
1,057
| – | – | 0.09% | 92 |
|
|
2022
Q2 | $153K | Hold |
1,057
| – | – | 0.09% | 92 |
|
|
2022
Q1 | $175K | Hold |
1,057
| – | – | 0.08% | 91 |
|
|
2021
Q4 | $178K | Hold |
1,057
| – | – | 0.08% | 97 |
|
|
2021
Q3 | $165K | Hold |
1,057
| – | – | 0.08% | 97 |
|
|
2021
Q2 | $168K | Buy |
+1,057
| New | +$168K | 0.08% | 103 |
|