Axxcess 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 | $2.49M | Buy |
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|
2025
Q1 | $2.16M | Sell |
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|
2024
Q4 | $2.97M | Buy |
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|
2024
Q3 | $2.91M | Buy |
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|
2024
Q2 | $2.37M | Sell |
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|
2024
Q1 | $2.67M | Buy |
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|
2023
Q4 | $1.81M | Buy |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $952K | Buy |
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|
2023
Q1 | $862K | Sell |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $607K | Sell |
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|
2022
Q2 | $675K | Sell |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $804K | Buy |
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