Bellevue Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $37.4K | Hold |
175
| – | – | 0.02% | 190 |
|
|
2025
Q4 | $36.8K | Buy |
175
+25
| +17% | +$5.16K | 0.01% | 186 |
|
|
2025
Q3 | $30.5K | Hold |
150
| – | – | 0.01% | 204 |
|
|
2025
Q2 | $29.1K | Hold |
150
| – | – | 0.01% | 207 |
|
|
2025
Q1 | $28.2K | Hold |
150
| – | – | 0.02% | 203 |
|
|
2024
Q4 | $27.8K | Hold |
150
| – | – | 0.01% | 213 |
|
|
2024
Q3 | $28.5K | Hold |
150
| – | – | 0.01% | 204 |
|
|
2024
Q2 | $26.2K | Hold |
150
| – | – | 0.01% | 203 |
|
|
2024
Q1 | $26.9K | Hold |
150
| – | – | 0.02% | 202 |
|
|
2023
Q4 | $24.8K | Hold |
150
| – | – | 0.02% | 209 |
|
|
2023
Q3 | $22.8K | Hold |
150
| – | – | 0.02% | 208 |
|
|
2023
Q2 | $23.7K | Hold |
150
| – | – | 0.01% | 211 |
|
|
2023
Q1 | $22.8K | Hold |
150
| – | – | 0.02% | 216 |
|
|
2022
Q4 | $22.6K | Hold |
150
| – | – | 0.02% | 219 |
|
|
2022
Q3 | $21K | Hold |
150
| – | – | 0.02% | 234 |
|
|
2022
Q2 | $22K | Hold |
150
| – | – | 0.02% | 238 |
|
|
2022
Q1 | $25K | Hold |
150
| – | – | 0.02% | 245 |
|
|
2021
Q4 | $25K | Hold |
150
| – | – | 0.01% | 255 |
|
|
2021
Q3 | $24K | Hold |
150
| – | – | 0.01% | 262 |
|
|
2021
Q2 | $24K | Hold |
150
| – | – | 0.01% | 268 |
|
|
2021
Q1 | $23K | Hold |
150
| – | – | 0.01% | 275 |
|
|
2020
Q4 | $21K | Hold |
150
| – | – | 0.01% | 274 |
|
|
2020
Q3 | $18K | Sell |
150
-50
| -25% | -$5.93K | 0.01% | 271 |
|
|
2020
Q2 | $23K | Hold |
200
| – | – | 0.02% | 249 |
|
|
2020
Q1 | $22K | Hold |
200
| – | – | 0.02% | 251 |
|
|
2019
Q4 | $27K | Buy |
+200
| New | +$26.4K | 0.02% | 226 |
|
Other funds holding IWD
