Willner & Heller’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 | $406K | Buy |
2,092
+9
| +0.4% | +$1.75K | 0.34% | 95 |
|
|
2025
Q1 | $392K | Buy |
2,083
+9
| +0.4% | +$1.69K | 0.36% | 94 |
|
|
2024
Q4 | $384K | Sell |
2,074
-36
| -2% | -$6.67K | 0.34% | 97 |
|
|
2024
Q3 | $400K | Buy |
2,110
+12
| +0.6% | +$2.28K | 0.36% | 97 |
|
|
2024
Q2 | $366K | Buy |
2,098
+8
| +0.4% | +$1.4K | 0.35% | 98 |
|
|
2024
Q1 | $374K | Buy |
2,090
+9
| +0.4% | +$1.61K | 0.37% | 93 |
|
|
2023
Q4 | $344K | Buy |
+2,081
| New | +$344K | 0.38% | 91 |
|
|
2022
Q4 | $350K | Buy |
2,309
+15
| +0.7% | +$2.28K | 0.5% | 75 |
|
|
2022
Q3 | $312K | Buy |
2,294
+15
| +0.7% | +$2.04K | 0.5% | 71 |
|
|
2022
Q2 | $330K | Buy |
2,279
+19
| +0.8% | +$2.75K | 0.51% | 69 |
|
|
2022
Q1 | $379K | Buy |
2,260
+10
| +0.4% | +$1.68K | 0.47% | 75 |
|
|
2021
Q4 | $352K | Buy |
+2,250
| New | +$352K | 0.47% | 75 |
|