Avior Wealth 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 | $3.15M | Sell |
|
|||||
|
2025
Q1 | $3.08M | Sell |
|
|||||
|
2024
Q4 | $3.13M | Buy |
|
|||||
|
2024
Q3 | $3.17M | Sell |
|
|||||
|
2024
Q2 | $5.35M | Buy |
|
|||||
|
2024
Q1 | $3.34M | Buy |
|
|||||
|
2023
Q4 | $364K | Buy |
|
|||||
|
2023
Q3 | $269K | Buy |
|
|||||
|
2023
Q2 | $177K | Buy |
|
|||||
|
2023
Q1 | $125K | Buy |
|
|||||
|
2022
Q4 | $55.1K | Sell |
|
|||||
|
2022
Q3 | $68K | Buy |
|
|||||
|
2022
Q2 | $52K | Sell |
|
|||||
|
2022
Q1 | $125K | Buy |
|
|||||
|
2021
Q4 | $59K | Sell |
|
|||||
|
2021
Q3 | $200K | Buy |
|
|||||
|
2021
Q2 | $79K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $12K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $39K | Sell |
|
|||||
|
2018
Q2 | $51K | Hold |
|
|||||
|
2018
Q1 | $50K | Buy |
|
|||||
|
2017
Q4 | $39K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $29K | Hold |
|
|||||
|
2016
Q3 | $27K | Hold |
|
|||||
|
2016
Q2 | $27K | Hold |
|
|||||
|
2016
Q1 | $26K | Sell |
|
|||||
|
2015
Q4 | $43K | Hold |
|
|||||
|
2015
Q3 | $41K | Hold |
|
|||||
|
2015
Q2 | $46K | Sell |
|
|||||
|
2015
Q1 | $93K | Hold |
|
|||||
|
2014
Q4 | $94K | Hold |
|
|||||
|
2014
Q3 | $90K | Hold |
|
|||||
|
2014
Q2 | $91K | Hold |
|
|||||
|
2014
Q1 | $87K | Buy |
|