WJA
Willis Johnson & Associates’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 | $15M | Buy |
77,351
+7,556
| +11% | +$1.47M | 1.02% | 22 |
|
|
2025
Q1 | $13.1M | Buy |
69,795
+6,960
| +11% | +$1.31M | 0.99% | 22 |
|
|
2024
Q4 | $11.6M | Sell |
62,835
-1,306
| -2% | -$242K | 0.89% | 24 |
|
|
2024
Q3 | $12.2M | Sell |
64,141
-1,801
| -3% | -$342K | 0.92% | 24 |
|
|
2024
Q2 | $11.5M | Buy |
65,942
+183
| +0.3% | +$31.9K | 0.94% | 23 |
|
|
2024
Q1 | $11.8M | Sell |
65,759
-3,369
| -5% | -$603K | 1.02% | 23 |
|
|
2023
Q4 | $11.4M | Sell |
69,128
-2,037
| -3% | -$337K | 1.04% | 22 |
|
|
2023
Q3 | $10.8M | Sell |
71,165
-1,023
| -1% | -$155K | 1.11% | 19 |
|
|
2023
Q2 | $11.4M | Sell |
72,188
-2,358
| -3% | -$372K | 1.21% | 19 |
|
|
2023
Q1 | $11.4M | Sell |
74,546
-3,192
| -4% | -$486K | 1.35% | 16 |
|
|
2022
Q4 | $11.8M | Sell |
77,738
-3,373
| -4% | -$512K | 1.54% | 15 |
|
|
2022
Q3 | $11M | Sell |
81,111
-692
| -0.8% | -$94.1K | 1.61% | 16 |
|
|
2022
Q2 | $11.9M | Sell |
81,803
-1,247
| -2% | -$181K | 1.65% | 17 |
|
|
2022
Q1 | $13.8M | Buy |
83,050
+203
| +0.2% | +$33.7K | 1.81% | 16 |
|
|
2021
Q4 | $13.9M | Sell |
82,847
-16,031
| -16% | -$2.69M | 1.8% | 16 |
|
|
2021
Q3 | $15.5M | Sell |
98,878
-200
| -0.2% | -$31.3K | 2.15% | 15 |
|
|
2021
Q2 | $15.7M | Sell |
99,078
-1,301
| -1% | -$206K | 2.23% | 14 |
|
|
2021
Q1 | $15.2M | Buy |
100,379
+545
| +0.5% | +$82.6K | 2.33% | 14 |
|
|
2020
Q4 | $13.7M | Buy |
+99,834
| New | +$13.7M | 2.28% | 14 |
|