Arax Advisory Partners’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 | $20.1M | Buy |
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|
2025
Q1 | $969K | Buy |
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|
2024
Q4 | $950K | Buy |
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|
2024
Q3 | $930K | Buy |
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|
2024
Q2 | $850K | Buy |
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|
2024
Q1 | $835K | Sell |
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|
2023
Q4 | $782K | Sell |
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|
2023
Q3 | $925K | Buy |
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|
2023
Q2 | $959K | Sell |
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|
2023
Q1 | $973K | Sell |
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|
2022
Q4 | $24.9M | Sell |
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|
2022
Q3 | $23.9M | Buy |
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|
2022
Q2 | $18.4M | Sell |
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|
2022
Q1 | $22.8M | Sell |
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|
2021
Q4 | $42.6M | Buy |
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|
2021
Q3 | $39.1M | Buy |
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|
2021
Q2 | $38.1M | Buy |
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|
2020
Q4 | $30.8M | Buy |
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|
2020
Q3 | $25.9M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $12K | Buy |
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|
2018
Q2 | $11K | Hold |
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|
2018
Q1 | $11K | Sell |
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|
2017
Q4 | $31K | Buy |
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|
2017
Q3 | $11K | Hold |
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|
2017
Q2 | $11K | Hold |
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|
2017
Q1 | $10K | Hold |
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|
2016
Q4 | $11K | Buy |
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