Bosun Asset 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
Q2
$777K Hold
2025
Q1
$753K Hold
2024
Q4
$741K Hold
2024
Q3
$759K Hold
2024
Q2
$698K Hold
2024
Q1
$716K Hold
2023
Q4
$661K Hold
2023
Q3
$607K Hold
2023
Q2
$631K Hold
2023
Q1
$609K Hold
2022
Q4
$607K Hold
2022
Q3
$544K Hold
2022
Q2
$580K Hold
2022
Q1
$664K Hold
2021
Q4
$672K Buy