Autumn Glory 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
Q2
$2.76M Sell
2025
Q1
$2.68M Sell
2024
Q4
$2.69M Hold
2024
Q3
$2.76M Hold
2024
Q2
$2.54M Hold
2024
Q1
$2.61M Hold
2023
Q4
$2.37M Hold
2023
Q3
$2.21M Buy
2023
Q2
$2.29M Sell
2023
Q1
$2.23M Hold
2022
Q4
$2.22M Hold
2022
Q3
$1.99M Hold
2022
Q2
$2.12M Sell
2022
Q1
$2.43M Hold
2021
Q4
$2.46M Buy