World Investment 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 | $1.6M | Buy |
8,248
+130
| +2% | +$25.3K | 0.04% | 415 |
|
|
2025
Q1 | $1.53M | Sell |
8,118
-41
| -0.5% | -$7.72K | 0.04% | 399 |
|
|
2024
Q4 | $1.51M | Buy |
8,159
+2,355
| +41% | +$436K | 0.04% | 384 |
|
|
2024
Q3 | $1.1M | Sell |
5,804
-1,555
| -21% | -$295K | 0.03% | 400 |
|
|
2024
Q2 | $1.28M | Buy |
7,359
+4,821
| +190% | +$841K | 0.08% | 228 |
|
|
2024
Q1 | $454K | Sell |
2,538
-4,548
| -64% | -$814K | 0.07% | 231 |
|
|
2023
Q4 | $1.17M | Buy |
7,086
+717
| +11% | +$118K | 0.15% | 129 |
|
|
2023
Q3 | $973K | Sell |
6,369
-192
| -3% | -$29.3K | 0.19% | 94 |
|
|
2023
Q2 | $1.04M | Buy |
6,561
+40
| +0.6% | +$6.31K | 0.2% | 86 |
|
|
2023
Q1 | $993K | Buy |
6,521
+1,126
| +21% | +$171K | 0.21% | 82 |
|
|
2022
Q4 | $818K | Sell |
5,395
-20
| -0.4% | -$3.03K | 0.19% | 88 |
|
|
2022
Q3 | $736K | Hold |
5,415
| – | – | 0.17% | 99 |
|
|
2022
Q2 | $837K | Sell |
5,415
-1,163
| -18% | -$180K | 0.18% | 96 |
|
|
2022
Q1 | $1.09M | Sell |
6,578
-3,508
| -35% | -$582K | 0.23% | 77 |
|
|
2021
Q4 | $1.67M | Buy |
10,086
+1,243
| +14% | +$206K | 0.35% | 51 |
|
|
2021
Q3 | $1.38M | Buy |
8,843
+174
| +2% | +$27.2K | 0.31% | 55 |
|
|
2021
Q2 | $1.38M | Buy |
8,669
+286
| +3% | +$45.4K | 0.31% | 56 |
|
|
2021
Q1 | $1.33M | Buy |
8,383
+988
| +13% | +$157K | 0.32% | 56 |
|
|
2020
Q4 | $1.07M | Buy |
7,395
+2,610
| +55% | +$378K | 0.27% | 67 |
|
|
2020
Q3 | $565K | Buy |
4,785
+1
| +0% | +$118 | 0.19% | 78 |
|
|
2020
Q2 | $584K | Buy |
4,784
+43
| +0.9% | +$5.25K | 0.2% | 74 |
|
|
2020
Q1 | $470K | Sell |
4,741
-55
| -1% | -$5.45K | 0.22% | 72 |
|
|
2019
Q4 | $655K | Sell |
4,796
-62
| -1% | -$8.47K | 0.26% | 60 |
|
|
2019
Q3 | $623K | Sell |
4,858
-205
| -4% | -$26.3K | 0.27% | 55 |
|
|
2019
Q2 | $639K | Sell |
5,063
-269
| -5% | -$34K | 0.28% | 49 |
|
|
2019
Q1 | $658K | Buy |
5,332
+1,510
| +40% | +$186K | 0.3% | 48 |
|
|
2018
Q4 | $463K | Buy |
+3,822
| New | +$463K | 0.21% | 74 |
|