Baltimore-Washington Financial Advisors’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 | $212K | Buy |
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|
2025
Q2 | $202K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $9K | Hold |
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|
2015
Q2 | $10K | Hold |
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|
2015
Q1 | $10K | Sell |
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|
2014
Q4 | $12K | Buy |
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|
2014
Q3 | $7K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $20K | Hold |
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|
2013
Q4 | $20K | Sell |
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|
2013
Q3 | $23K | Hold |
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|
2013
Q2 | $22K | Buy |
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