Ascent Wealth 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
Q3 | $2.88M | Sell |
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|
2025
Q2 | $2.81M | Buy |
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|
2025
Q1 | $2.68M | Sell |
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|
2024
Q4 | $2.64M | Buy |
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|
2024
Q3 | $2.51M | Sell |
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|
2024
Q2 | $2.36M | Sell |
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|
2024
Q1 | $2.68M | Sell |
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|
2023
Q4 | $2.71M | Buy |
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|
2023
Q3 | $2.42M | Sell |
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|
2023
Q2 | $2.78M | Sell |
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|
2023
Q1 | $3.02M | Sell |
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|
2022
Q4 | $3.29M | Sell |
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|
2022
Q3 | $3.26M | Buy |
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|
2022
Q2 | $3.47M | Sell |
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|
2022
Q1 | $4.02M | Buy |
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|
2021
Q4 | $3.46M | Sell |
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|
2021
Q3 | $3.26M | Buy |
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|
2021
Q2 | $3.3M | Sell |
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|
2021
Q1 | $3.31M | Buy |
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|
2020
Q4 | $2.13M | Sell |
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|
2020
Q3 | $2M | Sell |
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|
2020
Q2 | $1.94M | Sell |
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|
2020
Q1 | $2.44M | Buy |
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|
2019
Q4 | $3.17M | Sell |
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|
2019
Q3 | $3.17M | Sell |
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|
2019
Q2 | $3.22M | Sell |
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|
2019
Q1 | $3.16M | Sell |
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|
2018
Q4 | $2.86M | Sell |
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|
2018
Q3 | $3.38M | Sell |
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|
2018
Q2 | $3.41M | Sell |
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|
2018
Q1 | $3.47M | Sell |
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|
2017
Q4 | $4.14M | Sell |
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|
2017
Q3 | $4.13M | Sell |
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|
2017
Q2 | $4.09M | Buy |
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|
2017
Q1 | $3.87M | Sell |
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|
2016
Q4 | $3.79M | Buy |
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|
2016
Q3 | $3.55M | Sell |
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|
2016
Q2 | $3.48M | Buy |
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|
2016
Q1 | $3.24M | Sell |
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|
2015
Q4 | $3.23M | Sell |
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|
2015
Q3 | $3.08M | Buy |
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|
2015
Q2 | $3.4M | Buy |
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|
2015
Q1 | $3.39M | Sell |
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|
2014
Q4 | $4.02M | Buy |
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|
2014
Q3 | $3.81M | Buy |
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|
2014
Q2 | $3.77M | Buy |
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|
2014
Q1 | $3.56M | Buy |
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|
2013
Q4 | $3.42M | Buy |
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