Amplius 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
Q3 | $1.22M | Sell |
|
|||||
|
2025
Q2 | $1.42M | Buy |
|
|||||
|
2025
Q1 | $1.17M | Hold |
|
|||||
|
2024
Q4 | $1.15M | Hold |
|
|||||
|
2024
Q3 | $1.18M | Hold |
|
|||||
|
2024
Q2 | $1.09M | Hold |
|
|||||
|
2024
Q1 | $1.11M | Sell |
|
|||||
|
2023
Q4 | $1.22M | Sell |
|
|||||
|
2023
Q3 | $1.13M | Buy |
|
|||||
|
2023
Q2 | $1.12M | Buy |
|
|||||
|
2023
Q1 | $1.07M | Hold |
|
|||||
|
2022
Q4 | $1.07M | Hold |
|
|||||
|
2022
Q3 | $957K | Hold |
|
|||||
|
2022
Q2 | $1.02M | Sell |
|
|||||
|
2022
Q1 | $1.26M | Sell |
|
|||||
|
2021
Q4 | $1.35M | Buy |
|