Aire 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 | $555K | Buy |
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|
2025
Q2 | $529K | Buy |
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|
2025
Q1 | $512K | Buy |
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|
2024
Q4 | $504K | Buy |
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|
2024
Q3 | $516K | Buy |
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|
2024
Q2 | $472K | Buy |
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|
2024
Q1 | $482K | Buy |
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|
2023
Q4 | $443K | Sell |
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|
2023
Q3 | $572K | Sell |
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|
2023
Q2 | $604K | Sell |
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|
2023
Q1 | $599K | Sell |
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|
2022
Q4 | $628K | Sell |
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|
2022
Q3 | $611K | Buy |
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|
2022
Q2 | $612K | Buy |
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|
2022
Q1 | $688K | Buy |
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|
2021
Q4 | $632K | Buy |
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