YHB 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 | $507K | Buy |
2,610
+63
| +2% | +$12.2K | 0.04% | 208 |
|
|
2025
Q1 | $479K | Sell |
2,547
-127
| -5% | -$23.9K | 0.04% | 205 |
|
|
2024
Q4 | $495K | Buy |
2,674
+203
| +8% | +$37.6K | 0.04% | 201 |
|
|
2024
Q3 | $469K | Hold |
2,471
| – | – | 0.04% | 205 |
|
|
2024
Q2 | $431K | Hold |
2,471
| – | – | 0.04% | 208 |
|
|
2024
Q1 | $443K | Hold |
2,471
| – | – | 0.04% | 205 |
|
|
2023
Q4 | $408K | Hold |
2,471
| – | – | 0.04% | 201 |
|
|
2023
Q3 | $375K | Hold |
2,471
| – | – | 0.03% | 207 |
|
|
2023
Q2 | $390K | Buy |
2,471
+211
| +9% | +$33.3K | 0.04% | 210 |
|
|
2023
Q1 | $344K | Buy |
2,260
+15
| +0.7% | +$2.28K | 0.03% | 220 |
|
|
2022
Q4 | $340K | Buy |
2,245
+392
| +21% | +$59.4K | 0.04% | 210 |
|
|
2022
Q3 | $252K | Hold |
1,853
| – | – | 0.03% | 237 |
|
|
2022
Q2 | $269K | Hold |
1,853
| – | – | 0.03% | 235 |
|
|
2022
Q1 | $308K | Buy |
1,853
+100
| +6% | +$16.6K | 0.03% | 240 |
|
|
2021
Q4 | $294K | Sell |
1,753
-357
| -17% | -$59.9K | 0.02% | 269 |
|
|
2021
Q3 | $330K | Buy |
2,110
+637
| +43% | +$99.6K | 0.03% | 233 |
|
|
2021
Q2 | $234K | Hold |
1,473
| – | – | 0.02% | 278 |
|
|
2021
Q1 | $231K | Sell |
1,473
-25
| -2% | -$3.92K | 0.02% | 274 |
|
|
2020
Q4 | $205K | Buy |
+1,498
| New | +$205K | 0.02% | 272 |
|