Bartlett & Co 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
Q3 | $1.82M | Hold |
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|
2025
Q2 | $1.74M | Sell |
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|
2025
Q1 | $1.75M | Buy |
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|
2024
Q4 | $436K | Buy |
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|
2024
Q3 | $437K | Buy |
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|
2024
Q2 | $378K | Hold |
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|
2024
Q1 | $388K | Sell |
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|
2023
Q4 | $362K | Buy |
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|
2023
Q3 | $313K | Buy |
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|
2023
Q2 | $308K | Sell |
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|
2023
Q1 | $324K | Sell |
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|
2022
Q4 | $325K | Buy |
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|
2022
Q3 | $182K | Hold |
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|
2022
Q2 | $194K | Hold |
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|
2022
Q1 | $222K | Buy |
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|
2021
Q4 | $214K | Hold |
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|
2021
Q3 | $199K | Buy |
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|
2021
Q2 | $196K | Buy |
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|
2021
Q1 | $174K | Hold |
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|
2020
Q4 | $157K | Hold |
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|
2020
Q3 | $136K | Hold |
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|
2020
Q2 | $129K | Sell |
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|
2020
Q1 | $131K | Sell |
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|
2019
Q4 | $264K | Buy |
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|
2019
Q3 | $112K | Hold |
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|
2019
Q2 | $111K | Hold |
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|
2019
Q1 | $108K | Hold |
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|
2018
Q4 | $96.7K | Buy |
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