Brown, Lisle/Cummings’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 | $598K | Hold |
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|
2025
Q2 | $570K | Buy |
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|
2025
Q1 | $426K | Hold |
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|
2024
Q4 | $419K | Hold |
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|
2024
Q3 | $429K | Sell |
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|
2024
Q2 | $428K | Sell |
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|
2024
Q1 | $444K | Hold |
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|
2023
Q4 | $409K | Hold |
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|
2023
Q3 | $376K | Hold |
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|
2023
Q2 | $391K | Hold |
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|
2023
Q1 | $377K | Hold |
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|
2022
Q4 | $376K | Sell |
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|
2022
Q3 | $408K | Buy |
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|
2022
Q2 | $383K | Sell |
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|
2022
Q1 | $515K | Hold |
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|
2021
Q4 | $521K | Buy |
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