Windsor Advisory Group’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 | $240K | Hold |
1,238
| – | – | 0.34% | 36 |
|
|
2025
Q1 | $233K | Hold |
1,238
| – | – | 0.3% | 36 |
|
|
2024
Q4 | $229K | Buy |
1,238
+652
| +111% | +$121K | 0.27% | 47 |
|
|
2024
Q3 | $111K | Hold |
586
| – | – | 0.13% | 63 |
|
|
2024
Q2 | $102K | Hold |
586
| – | – | 0.21% | 37 |
|
|
2024
Q1 | $105K | Hold |
586
| – | – | 0.3% | 38 |
|
|
2023
Q4 | $96.8K | Hold |
586
| – | – | 0.29% | 39 |
|
|
2023
Q3 | $89K | Hold |
586
| – | – | 0.21% | 46 |
|
|
2023
Q2 | $92.5K | Hold |
586
| – | – | 0.23% | 43 |
|
|
2023
Q1 | $89.2K | Hold |
586
| – | – | 0.21% | 49 |
|
|
2022
Q4 | $88.9K | Buy |
+586
| New | +$88.9K | 0.24% | 53 |
|