Affinity Capital Advisors’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 | $3.38M | Sell |
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|
2025
Q2 | $3.26M | Sell |
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|
2025
Q1 | $2.97M | Sell |
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|
2024
Q4 | $3.15M | Sell |
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|
2024
Q3 | $3.23M | Sell |
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|
2024
Q2 | $3.05M | Sell |
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|
2024
Q1 | $3.13M | Sell |
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|
2023
Q4 | $2.89M | Sell |
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|
2023
Q3 | $2.73M | Sell |
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|
2023
Q2 | $2.88M | Buy |
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|
2023
Q1 | $2.55M | Sell |
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|
2022
Q4 | $2.62M | Hold |
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|
2022
Q3 | $2.35M | Hold |
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|
2022
Q2 | $2.51M | Sell |
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|
2022
Q1 | $2.9M | Buy |
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|
2021
Q4 | $2.88M | Sell |
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|
2021
Q3 | $2.72M | Sell |
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|
2021
Q2 | $3.08M | Sell |
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|
2021
Q1 | $3.02M | Sell |
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|
2020
Q4 | $3.06M | Sell |
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|
2020
Q3 | $3.37M | Sell |
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|
2020
Q2 | $3.66M | Sell |
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|
2020
Q1 | $3.59M | Sell |
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|
2019
Q4 | $4.54M | Buy |
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