1900 Wealth Management’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
$4.02M Hold
2025
Q2
$3.84M Sell
2025
Q1
$3.72M Buy
2024
Q4
$3.65M Sell
2024
Q3
$3.76M Hold
2024
Q2
$3.46M Sell
2024
Q1
$3.55M Sell
2023
Q4
$3.51M Buy
2023
Q3
$3.1M Sell
2023
Q2
$6.74M Buy
2023
Q1
$6.47M Sell
2022
Q4
$6.48M Sell
2022
Q3
$5.86M Sell
2022
Q2
$6.25M Sell
2022
Q1
$7.17M Hold
2021
Q4
$7.25M Buy
2021
Q3
$6.75M Sell
2021
Q2
$6.85M Buy
2021
Q1
$6.54K Buy
2020
Q4
$5.68M Buy