Bradley Foster & Sargent’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 | $1.43M | Buy |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $843K | Sell |
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|
2023
Q4 | $850K | Sell |
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|
2023
Q3 | $914K | Hold |
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|
2023
Q2 | $914K | Sell |
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|
2023
Q1 | $922K | Sell |
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|
2022
Q4 | $934K | Buy |
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|
2022
Q3 | $806K | Sell |
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|
2022
Q2 | $913K | Buy |
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|
2022
Q1 | $947K | Buy |
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|
2021
Q4 | $561K | Buy |
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|
2021
Q3 | $405K | Sell |
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|
2021
Q2 | $425K | Sell |
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|
2021
Q1 | $442K | Buy |
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|
2020
Q4 | $385K | Hold |
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|
2020
Q3 | $333K | Buy |
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|
2020
Q1 | $255K | Sell |
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|
2019
Q4 | $432K | Buy |
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|
2019
Q3 | $309K | Hold |
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|
2019
Q2 | $306K | Sell |
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|
2019
Q1 | $458K | Hold |
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|
2018
Q4 | $412K | Buy |
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|
2018
Q3 | $382K | Sell |
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|
2018
Q2 | $406K | Hold |
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|
2018
Q1 | $401K | Hold |
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|
2017
Q4 | $416K | Hold |
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|
2017
Q3 | $396K | Hold |
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|
2017
Q2 | $389K | Buy |
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|
2017
Q1 | $371K | Buy |
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|
2016
Q4 | $288K | Sell |
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|
2016
Q3 | $289K | Sell |
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|
2016
Q2 | $293K | Buy |
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|
2016
Q1 | $249K | Hold |
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|
2015
Q4 | $247K | Hold |
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|
2015
Q3 | $235K | Sell |
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|
2015
Q2 | $410K | Sell |
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|
2015
Q1 | $446K | Sell |
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|
2014
Q4 | $492K | Buy |
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|
2014
Q3 | $429K | Buy |
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|
2014
Q2 | $219K | Hold |
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|
2014
Q1 | $209K | Buy |
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