Activest 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
Q2 | $250K | Sell |
|
|||||
|
2025
Q1 | $257K | Hold |
|
|||||
|
2024
Q4 | $253K | Hold |
|
|||||
|
2024
Q3 | $260K | Sell |
|
|||||
|
2024
Q2 | $244K | Buy |
|
|||||
|
2024
Q1 | $67.8K | Hold |
|
|||||
|
2023
Q4 | $62.6K | Buy |
|
|||||
|
2023
Q3 | $56.8K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $56K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $77K | Buy |
|
|||||
|
2022
Q1 | $60K | Buy |
|
|||||
|
2021
Q4 | $61K | Buy |
|
|||||
|
2021
Q3 | $57K | Buy |
|
|||||
|
2021
Q2 | $57K | Buy |
|
|||||
|
2021
Q1 | $54K | Buy |
|