Austin 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 | $466K | Sell |
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|
2025
Q1 | $481K | Buy |
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|
2024
Q4 | $381K | Buy |
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|
2024
Q3 | $390K | Hold |
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|
2024
Q2 | $359K | Hold |
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|
2024
Q1 | $368K | Hold |
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|
2023
Q4 | $340K | Hold |
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|
2023
Q3 | $312K | Buy |
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|
2023
Q2 | $245K | Sell |
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|
2023
Q1 | $251K | Sell |
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|
2022
Q4 | $235K | Hold |
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|
2022
Q3 | $235K | Buy |
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