Beaumont 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 | $1.01M | Buy |
|
|||||
|
2025
Q2 | $956K | Sell |
|
|||||
|
2025
Q1 | $933K | Buy |
|
|||||
|
2024
Q4 | $917K | Sell |
|
|||||
|
2024
Q3 | $950K | Sell |
|
|||||
|
2024
Q2 | $1M | Buy |
|
|||||
|
2024
Q1 | $888K | Buy |
|
|||||
|
2023
Q4 | $819K | Buy |
|
|||||
|
2023
Q3 | $720K | Hold |
|
|||||
|
2023
Q2 | $749K | Buy |
|
|||||
|
2023
Q1 | $722K | Buy |
|
|||||
|
2022
Q4 | $718K | Buy |
|
|||||
|
2022
Q3 | $631K | Buy |
|
|||||
|
2022
Q2 | $614K | Sell |
|
|||||
|
2022
Q1 | $927K | Buy |
|
|||||
|
2021
Q4 | $502K | Buy |
|
|||||
|
2021
Q3 | $378K | Sell |
|
|||||
|
2021
Q2 | $1.04M | Buy |
|
|||||
|
2021
Q1 | $448K | Buy |
|
|||||
|
2020
Q4 | $326K | Buy |
|
|||||
|
2020
Q3 | $215K | Buy |
|
|||||
|
2020
Q2 | $203K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $280K | Sell |
|
|||||
|
2019
Q3 | $307K | Buy |
|
|||||
|
2019
Q2 | $234K | Sell |
|
|||||
|
2019
Q1 | $1.13M | Buy |
|
|||||
|
2018
Q4 | $204K | Sell |
|
|||||
|
2018
Q3 | $417K | Buy |
|
|||||
|
2018
Q2 | $332K | Sell |
|
|||||
|
2018
Q1 | $368K | Sell |
|
|||||
|
2017
Q4 | $1.69M | Buy |
|
|||||
|
2017
Q3 | $356K | Sell |
|
|||||
|
2017
Q2 | $355K | Buy |
|
|||||
|
2017
Q1 | $292K | Sell |
|
|||||
|
2016
Q4 | $1.83M | Sell |
|
|||||
|
2016
Q3 | $3.95M | Buy |
|
|||||
|
2016
Q2 | $300K | Sell |
|
|||||
|
2016
Q1 | $426K | Sell |
|
|||||
|
2015
Q4 | $434K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $10.9M | Buy |
|
|||||
|
2014
Q4 | $412K | Sell |
|
|||||
|
2014
Q3 | $21.5M | Buy |
|
|||||
|
2014
Q2 | $400K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $9.2M | Sell |
|
|||||
|
2013
Q2 | $25M | Buy |
|