Blue Bell Private 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 | $352K | Sell |
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|
2025
Q2 | $598K | Buy |
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|
2025
Q1 | $325K | Sell |
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|
2024
Q4 | $339K | Buy |
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|
2024
Q3 | $340K | Hold |
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|
2024
Q2 | $313K | Hold |
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|
2024
Q1 | $321K | Sell |
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|
2023
Q4 | $346K | Buy |
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|
2023
Q3 | $302K | Sell |
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|
2023
Q2 | $361K | Hold |
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|
2023
Q1 | $348K | Hold |
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|
2022
Q4 | $347K | Hold |
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|
2022
Q3 | $311K | Hold |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $371K | Hold |
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|
2021
Q4 | $376K | Buy |
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|
2021
Q3 | $335K | Sell |
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|
2021
Q2 | $359K | Sell |
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|
2021
Q1 | $419K | Hold |
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|
2020
Q4 | $380K | Sell |
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|
2020
Q3 | $331K | Hold |
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|
2020
Q2 | $320K | Sell |
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|
2020
Q1 | $288K | Sell |
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|
2019
Q4 | $423K | Buy |
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|
2019
Q3 | $385K | Hold |
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|
2019
Q2 | $382K | Sell |
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|
2019
Q1 | $383K | Sell |
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|
2018
Q4 | $366K | Hold |
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|
2018
Q3 | $418K | Sell |
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|
2018
Q2 | $413K | Hold |
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|
2018
Q1 | $407K | Sell |
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|
2017
Q4 | $484K | Hold |
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|
2017
Q3 | $462K | Sell |
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|
2017
Q2 | $469K | Sell |
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|
2017
Q1 | $470K | Sell |
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|
2016
Q4 | $460K | Buy |
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|
2016
Q3 | $22K | Hold |
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|
2016
Q2 | $21K | Hold |
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|
2016
Q1 | $20K | Sell |
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|
2015
Q4 | $286K | Sell |
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|
2015
Q3 | $319K | Sell |
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|
2015
Q2 | $384K | Sell |
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|
2015
Q1 | $424K | Sell |
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|
2014
Q4 | $544K | Sell |
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|
2014
Q3 | $542K | Sell |
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|
2014
Q2 | $569K | Buy |
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