Avantax Advisory Services’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 | $16.9M | Buy |
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|
2025
Q1 | $16M | Sell |
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|
2024
Q4 | $27.7M | Buy |
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|
2024
Q3 | $14M | Buy |
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|
2024
Q2 | $12.3M | Sell |
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|
2024
Q1 | $12.6M | Sell |
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|
2023
Q4 | $14M | Buy |
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|
2023
Q3 | $8.76M | Buy |
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|
2023
Q2 | $8.9M | Buy |
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|
2023
Q1 | $7.78M | Sell |
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|
2022
Q4 | $10.3M | Buy |
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|
2022
Q3 | $5.9M | Buy |
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|
2022
Q2 | $5.39M | Buy |
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|
2022
Q1 | $4.26M | Sell |
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|
2021
Q4 | $4.4M | Buy |
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|
2021
Q3 | $3.82M | Buy |
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|
2021
Q2 | $3.73M | Sell |
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|
2021
Q1 | $3.7M | Sell |
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|
2020
Q4 | $6.84M | Sell |
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|
2020
Q3 | $10M | Buy |
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|
2020
Q2 | $3.37M | Sell |
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|
2020
Q1 | $7.13M | Buy |
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|
2019
Q4 | $4.33M | Buy |
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|
2019
Q3 | $2.03M | Sell |
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|
2019
Q2 | $2.02M | Buy |
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|
2019
Q1 | $1.49M | Buy |
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|
2018
Q4 | $790K | Buy |
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