Belpointe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.06M | Buy |
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|
2025
Q2 | $970K | Buy |
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|
2025
Q1 | $853K | Buy |
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|
2024
Q4 | $455K | Sell |
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|
2024
Q3 | $468K | Buy |
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|
2024
Q2 | $357K | Sell |
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|
2024
Q1 | $471K | Buy |
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|
2023
Q4 | $345K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $470K | Sell |
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|
2022
Q4 | $512K | Buy |
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|
2022
Q3 | $453K | Sell |
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|
2022
Q2 | $648K | Buy |
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|
2022
Q1 | $558K | Sell |
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|
2021
Q4 | $692K | Buy |
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|
2021
Q3 | $497K | Buy |
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|
2021
Q2 | $454K | Sell |
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|
2021
Q1 | $445K | Sell |
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|
2020
Q4 | $480K | Buy |
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|
2020
Q3 | $259K | Buy |
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|
2020
Q2 | $220K | Buy |
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|
2020
Q1 | $139K | Buy |
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|
2019
Q4 | $149K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $106K | Buy |
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|
2018
Q3 | $110K | Buy |
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