AE 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 | $2.11M | Buy |
|
|||||
|
2025
Q1 | $1.9M | Buy |
|
|||||
|
2024
Q4 | $1.7M | Buy |
|
|||||
|
2024
Q3 | $1.73M | Buy |
|
|||||
|
2024
Q2 | $1.51M | Buy |
|
|||||
|
2024
Q1 | $1.32M | Sell |
|
|||||
|
2023
Q4 | $3.25M | Buy |
|
|||||
|
2023
Q3 | $2.73M | Buy |
|
|||||
|
2023
Q2 | $2.63M | Sell |
|
|||||
|
2023
Q1 | $3.78M | Buy |
|
|||||
|
2022
Q4 | $3.75M | Sell |
|
|||||
|
2022
Q3 | $3.53M | Sell |
|
|||||
|
2022
Q2 | $3.99M | Sell |
|
|||||
|
2022
Q1 | $4.9M | Buy |
|
|||||
|
2021
Q4 | $4.81M | Buy |
|
|||||
|
2021
Q3 | $4.04M | Sell |
|
|||||
|
2021
Q2 | $4.42M | Buy |
|
|||||
|
2021
Q1 | $3.65M | Buy |
|
|||||
|
2020
Q4 | $2.5M | Buy |
|
|||||
|
2020
Q3 | $2.04M | Sell |
|
|||||
|
2020
Q2 | $1.95M | Sell |
|
|||||
|
2020
Q1 | $2.08M | Buy |
|
|||||
|
2019
Q4 | $1.97M | Buy |
|
|||||
|
2019
Q3 | $1.67M | Buy |
|
|||||
|
2019
Q2 | $1.29M | Buy |
|
|||||
|
2019
Q1 | $831K | Sell |
|
|||||
|
2018
Q4 | $804K | Buy |
|
|||||
|
2018
Q3 | $739K | Sell |
|
|||||
|
2018
Q2 | $1.17M | Buy |
|
|||||
|
2018
Q1 | $1.15M | Buy |
|
|||||
|
2017
Q4 | $901K | Sell |
|
|||||
|
2017
Q3 | $902K | Buy |
|
|||||
|
2017
Q2 | $747K | Buy |
|
|||||
|
2017
Q1 | $410K | Buy |
|