Allworth Financial’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 | $8.49M | Buy |
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|
2025
Q1 | $7.57M | Sell |
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|
2024
Q4 | $8.07M | Buy |
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|
2024
Q3 | $6.33M | Buy |
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|
2024
Q2 | $5.97M | Sell |
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|
2024
Q1 | $6.43M | Buy |
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|
2023
Q4 | $4.74M | Buy |
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|
2023
Q3 | $4.07M | Sell |
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|
2023
Q2 | $4.29M | Sell |
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|
2023
Q1 | $4.59M | Buy |
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|
2022
Q4 | $4.25M | Sell |
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|
2022
Q3 | $3.85M | Sell |
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|
2022
Q2 | $4.13M | Sell |
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|
2022
Q1 | $4.72M | Buy |
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|
2021
Q4 | $3.73M | Sell |
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|
2021
Q3 | $3.49M | Buy |
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|
2021
Q2 | $3.08M | Buy |
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|
2021
Q1 | $432K | Buy |
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|
2020
Q4 | $382K | Buy |
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|
2020
Q3 | $328K | Buy |
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|
2020
Q2 | $189K | Sell |
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|
2020
Q1 | $266K | Buy |
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|
2019
Q4 | $310K | Buy |
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|
2019
Q3 | $220K | Buy |
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|
2019
Q2 | $196K | Sell |
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|
2019
Q1 | $210K | Buy |
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|
2018
Q4 | $171K | Sell |
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|
2018
Q3 | $209K | Buy |
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|
2018
Q2 | $183K | Buy |
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|
2018
Q1 | $180K | Sell |
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|
2017
Q4 | $189K | Buy |
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|
2017
Q3 | $162K | Sell |
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|
2017
Q2 | $194K | Buy |
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|
2017
Q1 | $166K | Buy |
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|
2016
Q4 | $28K | Hold |
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|
2016
Q3 | $26K | Sell |
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|
2016
Q2 | $28K | Sell |
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|
2016
Q1 | $44K | Buy |
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