Advisor OS’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 | $35.3M | Buy |
|
|||||
|
2025
Q1 | $384K | Sell |
|
|||||
|
2024
Q4 | $651K | Sell |
|
|||||
|
2024
Q3 | $696K | Buy |
|
|||||
|
2024
Q2 | $360K | Buy |
|
|||||
|
2024
Q1 | $354K | Hold |
|
|||||
|
2023
Q4 | $326K | Buy |
|
|||||
|
2023
Q3 | $243K | Buy |
|
|||||
|
2023
Q2 | $251K | Buy |
|
|||||
|
2023
Q1 | $215K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $2.69M | Buy |
|