BCS 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
Q4 | $286K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $217K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $251K | Sell |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $224K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $253K | Sell |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $307K | Buy |
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|
2021
Q4 | $219K | Hold |
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|
2021
Q3 | $204K | Buy |
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|
2021
Q2 | $205K | Buy |
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