Alliance Wealth Management Group’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 | $351K | Hold |
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|
2025
Q2 | $335K | Sell |
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|
2025
Q1 | $346K | Sell |
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|
2024
Q4 | $373K | Sell |
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|
2024
Q3 | $447K | Hold |
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|
2024
Q2 | $411K | Hold |
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|
2024
Q1 | $421K | Hold |
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|
2023
Q4 | $389K | Buy |
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|
2023
Q2 | $396K | Hold |
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|
2023
Q1 | $382K | Hold |
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|
2022
Q4 | $381K | Hold |
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|
2022
Q3 | $342K | Hold |
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|
2022
Q2 | $364K | Hold |
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|
2022
Q1 | $417K | Hold |
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|
2021
Q4 | $422K | Hold |
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|
2021
Q3 | $393K | Hold |
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|
2021
Q2 | $398K | Sell |
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|
2021
Q1 | $398K | Hold |
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|
2020
Q4 | $359K | Hold |
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|
2020
Q3 | $310K | Sell |
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|
2020
Q2 | $310K | Hold |
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|
2020
Q1 | $273K | Buy |
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|
2019
Q4 | $355K | Hold |
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|
2019
Q3 | $333K | Hold |
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|
2019
Q2 | $331K | Hold |
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|
2019
Q1 | $321K | Hold |
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|
2018
Q4 | $289K | Hold |
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|
2018
Q3 | $329K | Hold |
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|
2018
Q2 | $315K | Sell |
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|
2018
Q1 | $648K | Buy |
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|
2017
Q4 | $367K | Sell |
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|
2017
Q3 | $922K | Buy |
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|
2017
Q2 | $403K | Hold |
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|
2017
Q1 | $398K | Sell |
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|
2016
Q4 | $7.09M | Sell |
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|
2016
Q3 | $7.11M | Sell |
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|
2016
Q2 | $7.24M | Sell |
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|
2016
Q1 | $7.13M | Sell |
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|
2015
Q4 | $7.19M | Buy |
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