Beech Hill 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 | $315K | Hold |
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|
2025
Q2 | $301K | Hold |
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|
2025
Q1 | $291K | Hold |
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|
2024
Q4 | $287K | Buy |
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|
2024
Q3 | $280K | Hold |
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|
2024
Q2 | $257K | Hold |
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|
2024
Q1 | $264K | Sell |
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|
2023
Q4 | $315K | Buy |
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|
2023
Q3 | $213K | Hold |
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|
2023
Q2 | $222K | Hold |
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|
2023
Q1 | $214K | Hold |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $204K | Hold |
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|
2022
Q1 | $233K | Buy |
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|
2021
Q4 | $211K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $212K | Buy |
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|
2017
Q3 | $202K | Sell |
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|
2017
Q2 | $200K | Buy |
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