Arete 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 | $8.18M | Buy |
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|
2025
Q2 | $7.18M | Buy |
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|
2025
Q1 | $6.02M | Buy |
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|
2024
Q4 | $5.5M | Buy |
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|
2024
Q3 | $5.54M | Buy |
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|
2024
Q2 | $3.75M | Buy |
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|
2024
Q1 | $2.87M | Sell |
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|
2023
Q4 | $2.67M | Buy |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $2.74M | Sell |
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|
2023
Q1 | $3.09M | Sell |
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|
2022
Q4 | $3.29B | Buy |
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|
2022
Q3 | $2.9M | Buy |
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|
2022
Q2 | $2.11M | Sell |
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|
2022
Q1 | $3.84M | Sell |
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|
2021
Q4 | $3.9M | Buy |
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|
2021
Q3 | $3.49M | Buy |
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|
2021
Q2 | $28K | Buy |
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|
2021
Q1 | $1.83M | Buy |
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|
2020
Q4 | $915K | Buy |
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|
2020
Q3 | $752K | Buy |
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|
2020
Q2 | $627K | Buy |
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|
2020
Q1 | $537K | Buy |
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|
2019
Q4 | $580K | Sell |
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|
2019
Q3 | $839K | Sell |
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|
2019
Q2 | $848K | Buy |
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|
2019
Q1 | $675K | Sell |
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|
2018
Q4 | $890K | Buy |
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|
2018
Q3 | $927K | Buy |
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|
2018
Q2 | $803K | Buy |
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|
2018
Q1 | $522K | Buy |
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|
2017
Q4 | $503K | Buy |
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|
2017
Q3 | $389K | Buy |
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|
2017
Q2 | $230K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $675K | Buy |
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