Aaron 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
$3.65M Hold
2025
Q2
$3.48M Hold
2025
Q1
$3.37M Sell
2024
Q4
$3.83M Buy
2024
Q3
$3.18M Hold
2024
Q2
$2.92M Buy
2024
Q1
$1.72M Hold
2023
Q4
$1.59M Sell
2023
Q3
$1.47M Hold
2023
Q2
$1.53M Hold
2023
Q1
$1.48M Sell
2022
Q4
$1.51M Buy
2022
Q3
$477K Sell
2022
Q2
$584K Sell
2022
Q1
$970K Buy