180 Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $239K | Hold |
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|
2025
Q2 | $228K | Sell |
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|
2025
Q1 | $253K | Buy |
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|
2024
Q4 | $248K | Buy |
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|
2024
Q3 | $253K | Hold |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $241K | Buy |
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|
2023
Q4 | $223K | Sell |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $218K | Hold |
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|
2023
Q1 | $210K | Sell |
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|
2022
Q4 | $222K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Hold |
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|
2022
Q1 | $232K | Hold |
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|
2021
Q4 | $224K | Sell |
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|
2021
Q3 | $235K | Sell |
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|
2021
Q2 | $235K | Buy |
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|
2021
Q1 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $216K | Hold |
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|
2018
Q3 | $216K | Sell |
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|
2018
Q2 | $212K | Buy |
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|
2018
Q1 | $208K | Sell |
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|
2017
Q4 | $259K | Buy |
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