William Howard & Co 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 | $741K | Buy |
3,815
+17
| +0.4% | +$3.3K | 0.65% | 26 |
|
|
2025
Q1 | $715K | Buy |
3,798
+16
| +0.4% | +$3.01K | 0.67% | 26 |
|
|
2024
Q4 | $700K | Buy |
3,782
+20
| +0.5% | +$3.7K | 0.63% | 26 |
|
|
2024
Q3 | $714K | Buy |
3,762
+20
| +0.5% | +$3.8K | 0.61% | 27 |
|
|
2024
Q2 | $653K | Buy |
3,742
+15
| +0.4% | +$2.62K | 0.6% | 27 |
|
|
2024
Q1 | $668K | Buy |
+3,727
| New | +$668K | 0.63% | 25 |
|