Beaird Harris 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
Q2 | $260K | Sell |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $278K | Buy |
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|
2024
Q3 | $285K | Sell |
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|
2024
Q2 | $276K | Buy |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $263K | Sell |
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|
2023
Q1 | $259K | Buy |
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|
2022
Q4 | $258K | Sell |
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|
2022
Q3 | $241K | Sell |
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|
2022
Q2 | $265K | Sell |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $347K | Buy |
|