WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17.9K | Buy |
97
+1
| +1% | +$185 | 0.01% | 491 |
|
|
2024
Q3 | $18.3K | Hold |
96
| – | – | 0.01% | 506 |
|
|
2024
Q2 | $16.7K | Sell |
96
-8
| -8% | -$1.39K | 0.01% | 474 |
|
|
2024
Q1 | $18.7K | Buy |
+104
| New | +$18.7K | 0.01% | 464 |
|
|
2023
Q4 | – | Sell |
-94
| Closed | -$14.2K | – | 527 |
|
|
2023
Q3 | $14.2K | Sell |
94
-106
| -53% | -$16K | 0.01% | 484 |
|
|
2023
Q2 | $31.5K | Buy |
200
+107
| +115% | +$16.9K | 0.01% | 378 |
|
|
2023
Q1 | $14.2K | Hold |
93
| – | – | 0.01% | 478 |
|
|
2022
Q4 | $14.1K | Buy |
93
+1
| +1% | +$151 | 0.01% | 239 |
|
|
2022
Q3 | $12.5K | Hold |
92
| – | – | 0.01% | 238 |
|
|
2022
Q2 | $13.3K | Buy |
92
+1
| +1% | +$144 | 0.01% | 260 |
|
|
2022
Q1 | $15.1K | Buy |
+91
| New | +$15.1K | 0.01% | 258 |
|