Bailard’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
Q3 | $1.32M | Hold |
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|
2025
Q2 | $1.26M | Hold |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $934K | Buy |
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|
2024
Q3 | $936K | Hold |
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|
2024
Q2 | $861K | Hold |
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|
2024
Q1 | $884K | Hold |
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|
2023
Q4 | $815K | Buy |
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|
2023
Q3 | $680K | Buy |
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|
2023
Q2 | $664K | Buy |
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|
2023
Q1 | $636K | Sell |
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|
2022
Q4 | $728K | Hold |
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|
2022
Q3 | $652K | Sell |
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|
2022
Q2 | $826K | Buy |
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|
2022
Q1 | $937K | Hold |
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|
2021
Q4 | $948K | Hold |
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|
2021
Q3 | $884K | Hold |
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|
2021
Q2 | $896K | Sell |
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|
2021
Q1 | $989K | Buy |
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|
2020
Q4 | $772K | Hold |
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|
2020
Q3 | $667K | Buy |
|