Aveo Capital 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 | – | Sell |
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|
2025
Q1 | $317K | Sell |
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|
2024
Q4 | $664K | Buy |
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|
2024
Q3 | $662K | Sell |
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|
2024
Q2 | $4.56M | Buy |
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|
2024
Q1 | $415K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $256K | Buy |
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|
2021
Q4 | $248K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $5.2M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $3.02M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $7.83M | Sell |
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|
2017
Q3 | $7.66M | Sell |
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|
2017
Q2 | $7.91M | Sell |
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|
2017
Q1 | $7.88M | Sell |
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|
2016
Q4 | $8.28M | Buy |
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