Accurate 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 | $891K | Hold |
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|
2025
Q2 | $866K | Buy |
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|
2025
Q1 | $737K | Sell |
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|
2024
Q4 | $808K | Sell |
|
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|
2024
Q3 | $1.24M | Sell |
|
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|
2024
Q2 | $1.2M | Buy |
|
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.07M | Buy |
|
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|
2023
Q3 | $648K | Sell |
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|
2023
Q2 | $681K | Buy |
|
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|
2023
Q1 | $650K | Hold |
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|
2022
Q4 | $663K | Sell |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $559K | Buy |
|