Beacon Financial Strategies’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 | $500K | Sell |
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|
2025
Q2 | $608K | Buy |
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|
2025
Q1 | $588K | Sell |
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|
2024
Q4 | $585K | Sell |
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|
2024
Q3 | $602K | Sell |
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|
2024
Q2 | $558K | Buy |
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|
2024
Q1 | $573K | Buy |
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|
2023
Q4 | $528K | Buy |
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|
2023
Q3 | $484K | Hold |
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|
2023
Q2 | $503K | Buy |
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|
2023
Q1 | $485K | Buy |
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|
2022
Q4 | $482K | Buy |
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|
2022
Q3 | $431K | Hold |
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|
2022
Q2 | $459K | Buy |
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|
2022
Q1 | $525K | Buy |
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|
2021
Q4 | $531K | Buy |
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|
2021
Q3 | $494K | Sell |
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|
2021
Q2 | $746K | Buy |
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