Aspire Private Capital’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 | $322K | Hold |
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|
2025
Q2 | $322K | Hold |
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|
2025
Q1 | $312K | Hold |
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|
2024
Q4 | $307K | Hold |
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|
2024
Q3 | $315K | Hold |
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|
2024
Q2 | $290K | Hold |
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|
2024
Q1 | $297K | Hold |
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|
2023
Q4 | $274K | Hold |
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $262K | Hold |
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|
2023
Q1 | $253K | Hold |
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|
2022
Q4 | $252K | Hold |
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|
2022
Q3 | $226K | Hold |
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|
2022
Q2 | $241K | Hold |
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|
2022
Q1 | $276K | Hold |
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|
2021
Q4 | $279K | Hold |
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|
2021
Q3 | $260K | Hold |
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|
2021
Q2 | $263K | Hold |
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|
2021
Q1 | $252K | Hold |
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|
2020
Q4 | $227K | Hold |
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|
2020
Q3 | $196K | Hold |
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|
2020
Q2 | $187K | Hold |
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|
2020
Q1 | $165K | Sell |
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|
2019
Q4 | $230K | Buy |
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|
2019
Q3 | $213K | Hold |
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|
2019
Q2 | $211K | Sell |
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|
2019
Q1 | $205K | Hold |
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|
2018
Q4 | $185K | Buy |
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