Berkeley Capital Partners’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 | $564K | Buy |
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|
2025
Q1 | $543K | Hold |
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|
2024
Q4 | $534K | Buy |
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|
2024
Q3 | $547K | Sell |
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|
2024
Q2 | $504K | Sell |
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|
2024
Q1 | $520K | Sell |
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|
2023
Q4 | $631K | Buy |
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|
2023
Q3 | $544K | Sell |
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|
2023
Q2 | $674K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $221K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $218K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $407K | Sell |
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|
2017
Q4 | $624K | Sell |
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|
2017
Q3 | $977K | Sell |
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|
2017
Q2 | $1.03M | Sell |
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|
2017
Q1 | $1.03M | Sell |
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|
2016
Q4 | $1.06M | Buy |
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|
2016
Q3 | $929K | Buy |
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|
2016
Q2 | $883K | Buy |
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|
2016
Q1 | $385K | Buy |
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|
2015
Q4 | $309K | Buy |
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