Wetzel Investment 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 | $1.25M | Sell |
6,426
-316
| -5% | -$61.4K | 0.57% | 33 |
|
|
2025
Q1 | $1.27M | Sell |
6,742
-425
| -6% | -$80K | 0.64% | 33 |
|
|
2024
Q4 | $1.33M | Sell |
7,167
-87
| -1% | -$16.1K | 0.66% | 33 |
|
|
2024
Q3 | $1.38M | Sell |
7,254
-25
| -0.3% | -$4.75K | 0.69% | 32 |
|
|
2024
Q2 | $1.3M | Buy |
7,279
+17
| +0.2% | +$3.05K | 0.75% | 30 |
|
|
2024
Q1 | $1.23M | Sell |
7,262
-38
| -0.5% | -$6.44K | 0.73% | 29 |
|
|
2023
Q4 | $1.21M | Buy |
+7,300
| New | +$1.21M | 0.74% | 28 |
|