BB
Berkshire Bank’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
1,143
-70
| -6% | -$13.6K | 0.05% | 155 |
|
|
2025
Q1 | $228K | Hold |
1,213
| – | – | 0.06% | 147 |
|
|
2024
Q4 | $225K | Hold |
1,213
| – | – | 0.05% | 151 |
|
|
2024
Q3 | $230K | Hold |
1,213
| – | – | 0.05% | 148 |
|
|
2024
Q2 | $212K | Sell |
1,213
-373
| -24% | -$65.1K | 0.05% | 137 |
|
|
2024
Q1 | $284K | Sell |
1,586
-365
| -19% | -$65.4K | 0.07% | 125 |
|
|
2023
Q4 | $322K | Buy |
+1,951
| New | +$322K | 0.09% | 116 |
|