Braun Stacey Associates’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 | $231K | Sell |
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|
2025
Q2 | $223K | Sell |
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|
2025
Q1 | $217K | Sell |
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|
2024
Q4 | $225K | Sell |
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|
2024
Q3 | $231K | Sell |
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|
2024
Q2 | $220K | Sell |
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|
2024
Q1 | $251K | Sell |
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|
2023
Q4 | $273K | Buy |
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|
2023
Q3 | $234K | Hold |
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|
2023
Q2 | $243K | Sell |
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|
2023
Q1 | $476K | Buy |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $213K | Sell |
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|
2022
Q1 | $263K | Sell |
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|
2021
Q4 | $276K | Buy |
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|
2021
Q3 | $255K | Sell |
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|
2021
Q2 | $297K | Buy |
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|
2021
Q1 | $268K | Hold |
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|
2020
Q4 | $242K | Hold |
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|
2020
Q3 | $209K | Sell |
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|
2020
Q2 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $387K | Hold |
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|
2019
Q3 | $363K | Sell |
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|
2019
Q2 | $362K | Buy |
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|
2019
Q1 | $349K | Hold |
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|
2018
Q4 | $314K | Sell |
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|
2018
Q3 | $372K | Sell |
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|
2018
Q2 | $360K | Sell |
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|
2018
Q1 | $359K | Sell |
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|
2017
Q4 | $406K | Buy |
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|
2017
Q3 | $378K | Sell |
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|
2017
Q2 | $372K | Sell |
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|
2017
Q1 | $402K | Sell |
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|
2016
Q4 | $397K | Buy |
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|
2016
Q3 | $373K | Sell |
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|
2016
Q2 | $423K | Sell |
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|
2016
Q1 | $414K | Buy |
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|
2015
Q4 | $380K | Buy |
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|
2015
Q3 | $348K | Sell |
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|
2015
Q2 | $704K | Buy |
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|
2015
Q1 | $642K | Sell |
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|
2014
Q4 | $680K | Sell |
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|
2014
Q3 | $688K | Buy |
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|
2014
Q2 | $675K | Sell |
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|
2014
Q1 | $671K | Sell |
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|
2013
Q4 | $737K | Buy |
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|
2013
Q3 | $672K | Sell |
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|
2013
Q2 | $663K | Buy |
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