BigSur Wealth 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 | $2.52M | Sell |
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|
2025
Q2 | $2.45M | Hold |
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|
2025
Q1 | $2.37M | Hold |
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|
2024
Q4 | $2.33M | Hold |
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|
2024
Q3 | $2.39M | Hold |
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|
2024
Q2 | $2.2M | Hold |
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|
2024
Q1 | $2.26M | Hold |
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|
2023
Q4 | $2.08M | Sell |
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|
2023
Q3 | $3.07M | Hold |
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|
2023
Q2 | $3.17M | Hold |
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|
2023
Q1 | $3.06M | Hold |
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|
2022
Q4 | $3.05M | Hold |
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|
2022
Q3 | $2.73M | Hold |
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|
2022
Q2 | $2.91M | Hold |
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|
2022
Q1 | $3.34M | Hold |
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|
2021
Q4 | $3.38M | Buy |
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|
2021
Q3 | $2.19M | Buy |
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|
2021
Q2 | $1.57M | Hold |
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|
2021
Q1 | $1.5M | Hold |
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|
2020
Q4 | $1.35M | Hold |
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|
2020
Q3 | $1.17M | Hold |
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|
2020
Q2 | $1.11M | Hold |
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|
2020
Q1 | $982K | Sell |
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|
2019
Q4 | $2.02M | Buy |
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|
2019
Q3 | $1.5M | Hold |
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|
2019
Q2 | $1.5M | Hold |
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|
2019
Q1 | $1.45M | Hold |
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|
2018
Q4 | $1.3M | Hold |
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|
2018
Q3 | $1.49M | Buy |
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