BSW Wealth Partners’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 | $1.05M | Hold |
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|
2025
Q2 | $1,000K | Hold |
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|
2025
Q1 | $969K | Buy |
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|
2024
Q4 | $807K | Hold |
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|
2024
Q3 | $827K | Hold |
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|
2024
Q2 | $760K | Buy |
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|
2024
Q1 | $684K | Hold |
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|
2023
Q4 | $631K | Hold |
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|
2023
Q3 | $580K | Hold |
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|
2023
Q2 | $603K | Hold |
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|
2023
Q1 | $582K | Buy |
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|
2022
Q4 | $506K | Hold |
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|
2022
Q3 | $454K | Buy |
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