Aberdeen Wealth Management’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 | $38.8K | Buy |
+200
| New | +$38.8K | 0.03% | 150 |
|
|
2025
Q1 | – | Sell |
-200
| Closed | -$37K | – | 169 |
|
|
2024
Q4 | $37K | Hold |
200
| – | – | 0.03% | 150 |
|
|
2024
Q3 | $38K | Hold |
200
| – | – | 0.03% | 153 |
|
|
2024
Q2 | $34.9K | Hold |
200
| – | – | 0.02% | 155 |
|
|
2024
Q1 | $35.8K | Hold |
200
| – | – | 0.02% | 159 |
|
|
2023
Q4 | $33.1K | Hold |
200
| – | – | 0.02% | 149 |
|
|
2023
Q3 | $30.4K | Hold |
200
| – | – | 0.02% | 148 |
|
|
2023
Q2 | $31.6K | Hold |
200
| – | – | 0.02% | 147 |
|
|
2023
Q1 | $30.5K | Hold |
200
| – | – | 0.02% | 151 |
|
|
2022
Q4 | $30.3K | Hold |
200
| – | – | 0.02% | 150 |
|
|
2022
Q3 | $27K | Hold |
200
| – | – | 0.02% | 146 |
|
|
2022
Q2 | $29K | Hold |
200
| – | – | 0.02% | 148 |
|
|
2022
Q1 | $33K | Hold |
200
| – | – | 0.02% | 154 |
|
|
2021
Q4 | $34K | Buy |
+200
| New | +$34K | 0.02% | 147 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$30K | – | 139 |
|
|
2021
Q1 | $30K | Hold |
200
| – | – | 0.02% | 137 |
|
|
2020
Q4 | $27K | Hold |
200
| – | – | 0.02% | 143 |
|
|
2020
Q3 | $24K | Buy |
+200
| New | +$24K | 0.02% | 126 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$27K | – | 131 |
|
|
2019
Q4 | $27K | Buy |
+200
| New | +$27K | 0.02% | 142 |
|