Alta Wealth 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
Q2 | $4.89M | Buy |
|
|||||
|
2025
Q1 | $4.71M | Sell |
|
|||||
|
2024
Q4 | $4.73M | Buy |
|
|||||
|
2024
Q3 | $4.73M | Buy |
|
|||||
|
2024
Q2 | $4.27M | Buy |
|
|||||
|
2024
Q1 | $4.3M | Buy |
|
|||||
|
2023
Q4 | $3.93M | Sell |
|
|||||
|
2023
Q3 | $4.14M | Buy |
|
|||||
|
2023
Q2 | $4.23M | Buy |
|
|||||
|
2023
Q1 | $4.08M | Buy |
|
|||||
|
2022
Q4 | $4.06M | Sell |
|
|||||
|
2022
Q3 | $3.75M | Buy |
|
|||||
|
2022
Q2 | $3.97M | Buy |
|
|||||
|
2022
Q1 | $4.36M | Sell |
|
|||||
|
2021
Q4 | $4.53M | Sell |
|
|||||
|
2021
Q3 | $4.26M | Buy |
|
|||||
|
2021
Q2 | $4.3M | Sell |
|
|||||
|
2021
Q1 | $4.14M | Buy |
|
|||||
|
2020
Q4 | $3.7M | Buy |
|