Caldwell Trust’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 | $72.9K | Buy |
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|
2025
Q2 | $48K | Hold |
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|
2025
Q1 | $46.5K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $507K | Hold |
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|
2024
Q2 | $466K | Hold |
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|
2024
Q1 | $478K | Hold |
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|
2023
Q4 | $441K | Hold |
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|
2023
Q3 | $405K | Sell |
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|
2023
Q2 | $447K | Hold |
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|
2023
Q1 | $431K | Hold |
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|
2022
Q4 | $429K | Hold |
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|
2022
Q3 | $385K | Hold |
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|
2022
Q2 | $410K | Hold |
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|
2022
Q1 | $470K | Hold |
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|
2021
Q4 | $475K | Hold |
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|
2021
Q3 | $443K | Hold |
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|
2021
Q2 | $449K | Hold |
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|
2021
Q1 | $429K | Hold |
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|
2020
Q4 | $387K | Hold |
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|
2020
Q3 | $334K | Sell |
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|
2020
Q2 | $330K | Hold |
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|
2020
Q1 | $291K | Sell |
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|
2019
Q4 | $405K | Buy |
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