Broadview Financial 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 | $4.81M | Sell |
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|
2025
Q2 | $4.79M | Sell |
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|
2025
Q1 | $4.77M | Sell |
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|
2024
Q4 | $4.71M | Sell |
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|
2024
Q3 | $4.9M | Buy |
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|
2024
Q2 | $4.47M | Sell |
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|
2024
Q1 | $4.62M | Buy |
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|
2023
Q4 | $4.2M | Buy |
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|
2023
Q3 | $3.84M | Sell |
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|
2023
Q2 | $4.05M | Buy |
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|
2023
Q1 | $3.87M | Sell |
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|
2022
Q4 | $4.01M | Sell |
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|
2022
Q3 | $3.63M | Sell |
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|
2022
Q2 | $3.99M | Buy |
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|
2022
Q1 | $4.56M | Buy |
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|
2021
Q4 | $4.61M | Buy |
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|
2021
Q3 | $4.29M | Buy |
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|
2021
Q2 | $4.28M | Sell |
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|
2021
Q1 | $4.13M | Sell |
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|
2020
Q4 | $3.77M | Buy |
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|
2020
Q3 | $3.26M | Sell |
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|
2020
Q2 | $3.99M | Buy |
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|
2020
Q1 | $3.33M | Buy |
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|
2019
Q4 | $4.46M | Sell |
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|
2019
Q3 | $4.22M | Sell |
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|
2019
Q2 | $4.34M | Sell |
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|
2019
Q1 | $4.31M | Buy |
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|
2018
Q4 | $3.8M | Buy |
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|
2018
Q3 | $2.45M | Buy |
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|
2018
Q2 | $2.32M | Sell |
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|
2018
Q1 | $2.31M | Sell |
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|
2017
Q4 | $2.46M | Buy |
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