Archford Capital Strategies’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 | $746K | Buy |
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|
2025
Q2 | $701K | Hold |
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|
2025
Q1 | $679K | Sell |
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|
2024
Q4 | $669K | Buy |
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|
2024
Q3 | $696K | Hold |
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|
2024
Q2 | $630K | Hold |
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|
2024
Q1 | $647K | Sell |
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|
2023
Q4 | $693K | Hold |
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|
2023
Q3 | $636K | Hold |
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|
2023
Q2 | $684K | Hold |
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|
2023
Q1 | $638K | Buy |
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|
2022
Q4 | $596K | Buy |
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|
2022
Q3 | $447K | Hold |
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|
2022
Q2 | $477K | Hold |
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|
2022
Q1 | $543K | Hold |
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|
2021
Q4 | $552K | Hold |
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|
2021
Q3 | $514K | Hold |
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|
2021
Q2 | $521K | Hold |
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|
2021
Q1 | $512K | Hold |
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|
2020
Q4 | $463K | Hold |
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|
2020
Q3 | $388K | Sell |
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|
2020
Q2 | $397K | Hold |
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|
2020
Q1 | $349K | Hold |
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|
2019
Q4 | $481K | Hold |
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|
2019
Q3 | $452K | Hold |
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|
2019
Q2 | $448K | Sell |
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|
2019
Q1 | $685K | Hold |
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|
2018
Q4 | $616K | Sell |
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|
2018
Q3 | $730K | Hold |
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|
2018
Q2 | $700K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $998K | Sell |
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|
2017
Q3 | $1.01M | Buy |
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|
2017
Q2 | $984K | Buy |
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|
2017
Q1 | $962K | Buy |
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|
2016
Q4 | $713K | Buy |
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|
2016
Q3 | $560K | Sell |
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|
2016
Q2 | $566K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $8K | Hold |
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|
2015
Q3 | $7K | Hold |
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|
2015
Q2 | $8K | Sell |
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|
2015
Q1 | $1.28M | Buy |
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|
2014
Q4 | $1.27M | Buy |
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|
2014
Q3 | $1.19M | Buy |
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|
2014
Q2 | $1.19M | Buy |
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|
2014
Q1 | $1.04M | Buy |
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