Bedel Financial Consulting’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 | $875K | Buy |
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|
2025
Q1 | $805K | Hold |
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|
2024
Q4 | $856K | Buy |
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|
2024
Q3 | $825K | Buy |
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|
2024
Q2 | $745K | Sell |
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|
2024
Q1 | $784K | Sell |
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|
2023
Q4 | $743K | Buy |
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|
2023
Q3 | $520K | Buy |
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|
2023
Q2 | $493K | Sell |
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|
2023
Q1 | $782K | Buy |
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|
2022
Q4 | $384K | Hold |
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|
2022
Q3 | $380K | Sell |
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|
2022
Q2 | $373K | Buy |
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|
2022
Q1 | $250K | Buy |
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|
2021
Q4 | $250K | Sell |
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|
2021
Q3 | $234K | Hold |
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|
2021
Q2 | $237K | Buy |
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|
2021
Q1 | $219K | Buy |
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|
2020
Q4 | $171K | Buy |
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|
2020
Q3 | $130K | Hold |
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|
2020
Q2 | $124K | Hold |
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|
2020
Q1 | $109K | Hold |
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|
2019
Q4 | $150K | Hold |
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|
2019
Q3 | $141K | Hold |
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|
2019
Q2 | $140K | Hold |
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|
2019
Q1 | $136K | Hold |
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|
2018
Q4 | $122K | Hold |
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|
2018
Q3 | $135K | Sell |
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|
2018
Q2 | $159K | Hold |
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|
2018
Q1 | $157K | Buy |
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