Campion Asset 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 | $370K | Sell |
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|
2025
Q2 | $377K | Hold |
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|
2025
Q1 | $366K | Sell |
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|
2024
Q4 | $369K | Sell |
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|
2024
Q3 | $399K | Sell |
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|
2024
Q2 | $466K | Sell |
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|
2024
Q1 | $488K | Sell |
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|
2023
Q4 | $867K | Buy |
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|
2023
Q3 | $787K | Sell |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $929K | Buy |
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|
2022
Q2 | $926K | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $994K | Buy |
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|
2021
Q3 | $499K | Buy |
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|
2021
Q2 | $348K | Buy |
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