Berkeley Inc’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 | $327K | Hold |
|
|||||
|
2025
Q1 | $317K | Sell |
|
|||||
|
2024
Q4 | $356K | Sell |
|
|||||
|
2024
Q3 | $748K | Buy |
|
|||||
|
2024
Q2 | $344K | Sell |
|
|||||
|
2024
Q1 | $459K | Sell |
|
|||||
|
2023
Q4 | $427K | Buy |
|
|||||
|
2023
Q3 | $392K | Hold |
|
|||||
|
2023
Q2 | $407K | Buy |
|
|||||
|
2023
Q1 | $393K | Sell |
|
|||||
|
2022
Q4 | $400K | Buy |
|
|||||
|
2022
Q3 | $359K | Buy |
|
|||||
|
2022
Q2 | $382K | Buy |
|
|||||
|
2022
Q1 | $437K | Buy |
|
|||||
|
2021
Q4 | $442K | Sell |
|
|||||
|
2021
Q3 | $459K | Sell |
|
|||||
|
2021
Q2 | $496K | Buy |
|
|||||
|
2021
Q1 | $474K | Buy |
|
|||||
|
2020
Q4 | $427K | Buy |
|