Brown Financial Advisory’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 | $1.03M | Sell |
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|
2025
Q2 | $994K | Hold |
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|
2025
Q1 | $963K | Hold |
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|
2024
Q4 | $947K | Sell |
|
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|
2024
Q3 | $988K | Hold |
|
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|
2024
Q2 | $908K | Sell |
|
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|
2024
Q1 | $1.07M | Sell |
|
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|
2023
Q4 | $997K | Sell |
|
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|
2023
Q3 | $932K | Sell |
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|
2023
Q2 | $984K | Sell |
|
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|
2023
Q1 | $961K | Sell |
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|
2022
Q4 | $959K | Hold |
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|
2022
Q3 | $860K | Sell |
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|
2022
Q2 | $917K | Sell |
|
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.13M | Sell |
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|
2021
Q3 | $1.13M | Sell |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $1.1M | Sell |
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|
2020
Q4 | $1.2M | Buy |
|