Aureus Asset Management’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
Q2 | $5.3M | Hold |
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|
2025
Q1 | $5.13M | Hold |
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|
2024
Q4 | $5.05M | Hold |
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|
2024
Q3 | $5.17M | Hold |
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|
2024
Q2 | $4.76M | Sell |
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|
2024
Q1 | $4.89M | Hold |
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|
2023
Q4 | $4.51M | Buy |
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|
2023
Q3 | $3.92M | Hold |
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|
2023
Q2 | $4.08M | Hold |
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|
2023
Q1 | $3.93M | Hold |
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|
2022
Q4 | $3.92M | Hold |
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|
2022
Q3 | $3.51M | Hold |
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|
2022
Q2 | $3.75M | Hold |
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|
2022
Q1 | $4.29M | Hold |
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|
2021
Q4 | $4.34M | Hold |
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|
2021
Q3 | $4.04M | Hold |
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|
2021
Q2 | $4.1M | Hold |
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|
2021
Q1 | $3.92M | Buy |
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|
2020
Q4 | $2.57M | Hold |
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|
2020
Q3 | $2.22M | Hold |
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|
2020
Q2 | $2.12M | Hold |
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|
2020
Q1 | $1.86M | Hold |
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|
2019
Q4 | $2.56M | Hold |
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|
2019
Q3 | $2.41M | Hold |
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|
2019
Q2 | $2.39M | Hold |
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|
2019
Q1 | $2.32M | Sell |
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|
2018
Q4 | $2.13M | Buy |
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|
2018
Q3 | $494K | Buy |
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