Aprio Wealth 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 | $3.29M | Buy |
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|
2025
Q1 | $3.18M | Sell |
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|
2024
Q4 | $3.15M | Sell |
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|
2024
Q3 | $3.32M | Buy |
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|
2024
Q2 | $2.97M | Sell |
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|
2024
Q1 | $3.06M | Buy |
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|
2023
Q4 | $2.78M | Buy |
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|
2023
Q3 | $2.53M | Hold |
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|
2023
Q2 | $2.63M | Sell |
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|
2023
Q1 | $2.55M | Sell |
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|
2022
Q4 | $2.71M | Buy |
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|
2022
Q3 | $2.43M | Buy |
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|
2022
Q2 | $2.52M | Sell |
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|
2022
Q1 | $2.89M | Hold |
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|
2021
Q4 | $2.92M | Sell |
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|
2021
Q3 | $2.75M | Buy |
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|
2021
Q2 | $2.71M | Buy |
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|
2020
Q4 | $2.15M | Sell |
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|
2020
Q3 | $1.93M | Sell |
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|
2020
Q2 | $1.95M | Sell |
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|
2020
Q1 | $1.72M | Sell |
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|
2019
Q4 | $5.69M | Buy |
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