Adero Partners’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
Q1 | $2.03M | Buy |
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|
2024
Q4 | $1.75M | Sell |
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|
2024
Q3 | $1.79M | Hold |
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|
2024
Q2 | $1.65M | Buy |
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|
2024
Q1 | $1.66M | Sell |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $1.47M | Hold |
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|
2023
Q1 | $1.42M | Sell |
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $1.4M | Hold |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $1.51M | Hold |
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|
2021
Q4 | $1.53M | Hold |
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|
2021
Q3 | $1.43M | Sell |
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|
2021
Q2 | $1.47M | Sell |
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|
2021
Q1 | $1.44M | Sell |
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|
2020
Q4 | $1.3M | Sell |
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|
2020
Q3 | $1.18M | Hold |
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|
2020
Q2 | $1.12M | Sell |
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|
2020
Q1 | $1.04M | Buy |
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|
2019
Q4 | $1.22M | Buy |
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