Burton Enright Welch’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $609K | Buy |
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|
2025
Q4 | $589K | Hold |
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|
2025
Q3 | $570K | Hold |
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|
2025
Q2 | $544K | Hold |
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|
2025
Q1 | $527K | Hold |
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|
2024
Q4 | $519K | Buy |
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|
2024
Q3 | $438K | Hold |
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|
2024
Q2 | $402K | Hold |
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|
2024
Q1 | $413K | Hold |
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|
2023
Q4 | $381K | Hold |
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|
2023
Q3 | $350K | Buy |
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