Atlantic Private Wealth’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
Q4 | $76.6K | Hold |
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|
2025
Q3 | $74.1K | Hold |
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|
2025
Q2 | $70.7K | Buy |
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|
2025
Q1 | $56.6K | Hold |
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|
2024
Q4 | $55.7K | Hold |
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|
2024
Q3 | $57.1K | Hold |
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|
2024
Q2 | $52.5K | Hold |
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|
2024
Q1 | $53.9K | Hold |
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|
2023
Q4 | $49.7K | Hold |
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|
2023
Q3 | $45.7K | Hold |
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|
2023
Q2 | $47.5K | Buy |
|