Alliance Wealth Advisors (Pennsylvania)’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 | $248K | Sell |
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|
2025
Q2 | $252K | Sell |
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|
2025
Q1 | $253K | Hold |
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|
2024
Q4 | $249K | Sell |
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|
2024
Q3 | $284K | Hold |
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|
2024
Q2 | $261K | Hold |
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|
2024
Q1 | $268K | Sell |
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|
2023
Q4 | $276K | Hold |
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|
2023
Q3 | $254K | Hold |
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|
2023
Q2 | $264K | Hold |
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|
2023
Q1 | $254K | Hold |
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|
2022
Q4 | $253K | Hold |
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|
2022
Q3 | $227K | Hold |
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|
2022
Q2 | $242K | Sell |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $290K | Buy |
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|
2021
Q3 | $243K | Buy |
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