Buckhead Capital 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 | $560K | Hold |
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|
2025
Q2 | $534K | Sell |
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|
2025
Q1 | $564K | Hold |
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|
2024
Q4 | $555K | Hold |
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|
2024
Q3 | $569K | Hold |
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|
2024
Q2 | $523K | Hold |
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|
2024
Q1 | $537K | Hold |
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|
2023
Q4 | $496K | Hold |
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|
2023
Q3 | $455K | Hold |
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|
2023
Q2 | $473K | Hold |
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|
2023
Q1 | $457K | Sell |
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|
2022
Q4 | $584K | Hold |
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|
2022
Q3 | $524K | Hold |
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|
2022
Q2 | $558K | Hold |
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|
2022
Q1 | $639K | Hold |
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|
2021
Q4 | $647K | Hold |
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|
2021
Q3 | $603K | Hold |
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|
2021
Q2 | $611K | Hold |
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|
2021
Q1 | $583K | Hold |
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|
2020
Q4 | $526K | Sell |
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|
2020
Q3 | $473K | Hold |
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|
2020
Q2 | $450K | Buy |
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