American Institute for Advanced Investment Management’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
$6.54M Buy
2025
Q1
$6.26M Buy
2024
Q4
$6.08M Sell
2024
Q3
$6.37M Sell
2024
Q2
$5.92M Sell
2024
Q1
$6.09M Sell
2023
Q4
$5.64M Buy
2023
Q3
$5.17M Buy
2023
Q2
$5.23M Buy
2023
Q1
$4.84M Sell
2022
Q4
$5.11M Sell
2022
Q3
$4.66M Buy
2022
Q2
$4.84M Sell
2022
Q1
$5.59M Buy
2021
Q4
$5.39M Sell
2021
Q3
$5.13M Buy
2021
Q2
$4.99M Buy
2021
Q1
$4.54M Buy
2020
Q4
$3.52M Buy
2020
Q3
$2.71M Buy
2020
Q2
$2.43M Sell
2020
Q1
$2.33M Buy
2019
Q4
$3.19M Buy