World Equity 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 | $421K | Buy |
2,167
+487
| +29% | +$94.6K | 0.11% | 183 |
|
|
2025
Q1 | $316K | Sell |
1,680
-1,484
| -47% | -$279K | 0.09% | 218 |
|
|
2024
Q4 | $586K | Buy |
3,164
+1,582
| +100% | +$293K | 0.13% | 171 |
|
|
2024
Q3 | $300K | Buy |
1,582
+197
| +14% | +$37.4K | 0.11% | 179 |
|
|
2024
Q2 | $242K | Buy |
1,385
+87
| +7% | +$15.2K | 0.07% | 232 |
|
|
2024
Q1 | $232K | Sell |
1,298
-140
| -10% | -$25.1K | 0.05% | 272 |
|
|
2023
Q4 | $238K | Hold |
1,438
| – | – | 0.05% | 291 |
|
|
2023
Q3 | $218K | Buy |
+1,438
| New | +$218K | 0.05% | 309 |
|