1IA
1834 Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $930K | Buy |
4,786
+1
| +0% | +$194 | 0.12% | 117 |
|
|
2025
Q1 | $900K | Sell |
4,785
-1,354
| -22% | -$255K | 0.12% | 118 |
|
|
2024
Q4 | $1.14M | Sell |
6,139
-10,651
| -63% | -$1.97M | 0.14% | 103 |
|
|
2024
Q3 | $3.19M | Sell |
16,790
-187
| -1% | -$35.5K | 0.37% | 69 |
|
|
2024
Q2 | $2.96M | Sell |
16,977
-87
| -0.5% | -$15.2K | 0.36% | 73 |
|
|
2024
Q1 | $3.06M | Sell |
17,064
-204
| -1% | -$36.5K | 0.36% | 71 |
|
|
2023
Q4 | $2.85M | Sell |
17,268
-19
| -0.1% | -$3.14K | 0.34% | 68 |
|
|
2023
Q3 | $2.62M | Buy |
17,287
+178
| +1% | +$27K | 0.33% | 73 |
|
|
2023
Q2 | $2.7M | Sell |
17,109
-1,915
| -10% | -$302K | 0.32% | 74 |
|
|
2023
Q1 | $2.9M | Sell |
19,024
-660
| -3% | -$100K | 0.35% | 70 |
|
|
2022
Q4 | $2.99M | Sell |
19,684
-1,644
| -8% | -$249K | 0.43% | 60 |
|
|
2022
Q3 | $2.9M | Buy |
21,328
+1
| +0% | +$136 | 0.43% | 58 |
|
|
2022
Q2 | $3.09M | Buy |
21,327
+424
| +2% | +$61.5K | 0.44% | 54 |
|
|
2022
Q1 | $3.47M | Sell |
20,903
-1,041
| -5% | -$173K | 0.42% | 56 |
|
|
2021
Q4 | $3.69M | Sell |
21,944
-10
| -0% | -$1.68K | 0.42% | 61 |
|
|
2021
Q3 | $3.44M | Sell |
21,954
-335
| -2% | -$52.4K | 0.42% | 61 |
|
|
2021
Q2 | $3.54M | Sell |
22,289
-56
| -0.3% | -$8.88K | 0.43% | 61 |
|
|
2021
Q1 | $3.39M | Sell |
22,345
-165
| -0.7% | -$25K | 0.44% | 60 |
|
|
2020
Q4 | $3.08M | Sell |
22,510
-3
| -0% | -$410 | 0.41% | 61 |
|
|
2020
Q3 | $2.66M | Hold |
22,513
| – | – | 0.39% | 62 |
|
|
2020
Q2 | $2.54M | Sell |
22,513
-9
| -0% | -$1.01K | 0.4% | 60 |
|
|
2020
Q1 | $2.23M | Sell |
22,522
-475
| -2% | -$47.1K | 0.42% | 62 |
|
|
2019
Q4 | $3.14M | Sell |
22,997
-18,545
| -45% | -$2.53M | 0.48% | 60 |
|
|
2019
Q3 | $5.33M | Sell |
41,542
-349
| -0.8% | -$44.8K | 0.77% | 47 |
|
|
2019
Q2 | $5.33M | Buy |
41,891
+451
| +1% | +$57.4K | 0.8% | 47 |
|
|
2019
Q1 | $5.12M | Sell |
41,440
-211
| -0.5% | -$26.1K | 0.78% | 50 |
|
|
2018
Q4 | $4.63M | Buy |
41,651
+663
| +2% | +$73.6K | 0.77% | 50 |
|
|
2018
Q3 | $5.19M | Sell |
40,988
-266
| -0.6% | -$33.7K | 0.76% | 54 |
|
|
2018
Q2 | $5.01M | Sell |
41,254
-85
| -0.2% | -$10.3K | 0.78% | 53 |
|
|
2018
Q1 | $4.96M | Sell |
41,339
-1,109
| -3% | -$133K | 0.85% | 43 |
|
|
2017
Q4 | $5.28M | Hold |
42,448
| – | – | 0.83% | 42 |
|
|
2017
Q3 | $5.03M | Sell |
42,448
-145
| -0.3% | -$17.2K | 0.94% | 41 |
|
|
2017
Q2 | $4.96M | Sell |
42,593
-835
| -2% | -$97.2K | 0.93% | 41 |
|
|
2017
Q1 | $4.99M | Sell |
43,428
-225
| -0.5% | -$25.9K | 0.96% | 39 |
|
|
2016
Q4 | $4.89M | Sell |
43,653
-1,800
| -4% | -$202K | 0.99% | 38 |
|
|
2016
Q3 | $4.8M | Buy |
45,453
+100
| +0.2% | +$10.6K | 1.04% | 40 |
|
|
2016
Q2 | $4.68M | Sell |
45,353
-700
| -2% | -$72.3K | 1.02% | 39 |
|
|
2016
Q1 | $4.55M | Sell |
46,053
-150
| -0.3% | -$14.8K | 1.04% | 41 |
|
|
2015
Q4 | $4.52M | Sell |
46,203
-698
| -1% | -$68.3K | 1.06% | 32 |
|
|
2015
Q3 | $4.38M | Sell |
46,901
-952
| -2% | -$88.8K | 1.09% | 29 |
|
|
2015
Q2 | $4.94M | Sell |
47,853
-100
| -0.2% | -$10.3K | 1.35% | 25 |
|
|
2015
Q1 | $4.94M | Buy |
47,953
+1,100
| +2% | +$113K | 1.34% | 23 |
|
|
2014
Q4 | $4.89M | Buy |
46,853
+1,000
| +2% | +$104K | 1.35% | 26 |
|
|
2014
Q3 | $4.59M | Buy |
45,853
+200
| +0.4% | +$20K | 1.27% | 29 |
|
|
2014
Q2 | $4.62M | Sell |
45,653
-986
| -2% | -$99.8K | 1.25% | 30 |
|
|
2014
Q1 | $4.5M | Buy |
46,639
+200
| +0.4% | +$19.3K | 1.32% | 24 |
|
|
2013
Q4 | $4.37M | Buy |
46,439
+425
| +0.9% | +$40K | 1.28% | 24 |
|
|
2013
Q3 | $3.97M | Sell |
46,014
-104
| -0.2% | -$8.96K | 1.3% | 27 |
|
|
2013
Q2 | $3.86M | Buy |
+46,118
| New | +$3.86M | 1.33% | 25 |
|