West Financial Advisors’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 | $208K | Hold |
1,070
| – | – | 0.04% | 58 |
|
|
2025
Q1 | $201K | Hold |
1,070
| – | – | 0.04% | 58 |
|
|
2024
Q4 | $198K | Buy |
1,070
+719
| +205% | +$133K | 0.04% | 59 |
|
|
2024
Q3 | $66.6K | Hold |
351
| – | – | 0.01% | 77 |
|
|
2024
Q2 | $61.2K | Hold |
351
| – | – | 0.01% | 75 |
|
|
2024
Q1 | $62.9K | Hold |
351
| – | – | 0.01% | 77 |
|
|
2023
Q4 | $58K | Sell |
351
-40
| -10% | -$6.61K | 0.01% | 77 |
|
|
2023
Q3 | $59.4K | Hold |
391
| – | – | 0.01% | 75 |
|
|
2023
Q2 | $61.7K | Hold |
391
| – | – | 0.02% | 75 |
|
|
2023
Q1 | $59.5K | Hold |
391
| – | – | 0.02% | 73 |
|
|
2022
Q4 | $59.3K | Hold |
391
| – | – | 0.02% | 72 |
|
|
2022
Q3 | $53K | Hold |
391
| – | – | 0.02% | 97 |
|
|
2022
Q2 | $57K | Hold |
391
| – | – | 0.02% | 93 |
|
|
2022
Q1 | $65K | Hold |
391
| – | – | 0.02% | 93 |
|
|
2021
Q4 | $66K | Buy |
391
+213
| +120% | +$36K | 0.02% | 100 |
|
|
2021
Q3 | $28K | Hold |
178
| – | – | 0.01% | 114 |
|
|
2021
Q2 | $28K | Buy |
178
+32
| +22% | +$5.03K | 0.01% | 105 |
|
|
2021
Q1 | $22K | Hold |
146
| – | – | 0.01% | 108 |
|
|
2020
Q4 | $20K | Buy |
+146
| New | +$20K | 0.01% | 112 |
|