Abound 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 | $50.2K | Buy |
|
|||||
|
2025
Q2 | $47.8K | Buy |
|
|||||
|
2025
Q1 | $38.2K | Buy |
|
|||||
|
2024
Q4 | $37.4K | Buy |
|
|||||
|
2024
Q3 | $38.1K | Buy |
|
|||||
|
2024
Q2 | $33.8K | Hold |
|
|||||
|
2024
Q1 | $34.7K | Sell |
|
|||||
|
2023
Q4 | $154K | Sell |
|
|||||
|
2023
Q3 | $169K | Buy |
|
|||||
|
2023
Q2 | $132K | Hold |
|
|||||
|
2023
Q1 | $128K | Sell |
|
|||||
|
2022
Q4 | $141K | Sell |
|
|||||
|
2022
Q3 | $128K | Buy |
|
|||||
|
2022
Q2 | $133K | Hold |
|
|||||
|
2022
Q1 | $152K | Sell |
|
|||||
|
2021
Q4 | $182K | Buy |
|