Bordeaux Wealth Advisors’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 | $610K | Hold |
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|
2025
Q1 | $591K | Hold |
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|
2024
Q4 | $582K | Hold |
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|
2024
Q3 | $596K | Sell |
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|
2024
Q2 | $659K | Buy |
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|
2024
Q1 | $664K | Hold |
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|
2023
Q4 | $612K | Hold |
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|
2023
Q3 | $562K | Sell |
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|
2023
Q2 | $610K | Hold |
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|
2023
Q1 | $588K | Hold |
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|
2022
Q4 | $586K | Hold |
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|
2022
Q3 | $526K | Sell |
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|
2022
Q2 | $561K | Sell |
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|
2022
Q1 | $740K | Hold |
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|
2021
Q4 | $748K | Hold |
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|
2021
Q3 | $697K | Buy |
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|
2021
Q2 | $706K | Hold |
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|
2021
Q1 | $674K | Hold |
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|
2020
Q4 | $608K | Buy |
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