Benchmark Financial Wealth 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 | $780K | Buy |
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|
2025
Q2 | $742K | Sell |
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|
2025
Q1 | $728K | Buy |
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|
2024
Q4 | $715K | Sell |
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|
2024
Q3 | $735K | Buy |
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|
2024
Q2 | $538K | Sell |
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|
2024
Q1 | $655K | Buy |
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|
2023
Q4 | $604K | Buy |
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|
2023
Q3 | $544K | Hold |
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|
2023
Q2 | $565K | Buy |
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|
2023
Q1 | $545K | Sell |
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|
2022
Q4 | $568K | Buy |
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|
2022
Q3 | $508K | Buy |
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|
2022
Q2 | $513K | Sell |
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|
2022
Q1 | $631K | Buy |
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|
2021
Q4 | $636K | Buy |
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|
2021
Q3 | $592K | Buy |
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|
2021
Q2 | $599K | Buy |
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|
2021
Q1 | $503K | Buy |
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|
2020
Q4 | $454K | Buy |
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