Capital Investment Advisors’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 | $1.24M | Buy |
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|
2025
Q2 | $1.17M | Sell |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.31M | Sell |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1.05M | Buy |
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|
2022
Q3 | $946K | Sell |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1.23M | Sell |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $1.09M | Buy |
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|
2020
Q3 | $810K | Buy |
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|
2020
Q2 | $732K | Sell |
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|
2020
Q1 | $798K | Buy |
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|
2019
Q4 | $1.09M | Buy |
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|
2019
Q3 | $949K | Sell |
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|
2019
Q2 | $944K | Sell |
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|
2019
Q1 | $920K | Buy |
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|
2018
Q4 | $783K | Sell |
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|
2018
Q3 | $902K | Buy |
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|
2018
Q2 | $784K | Buy |
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|
2018
Q1 | $767K | Buy |
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|
2017
Q4 | $610K | Sell |
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|
2017
Q3 | $644K | Sell |
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|
2017
Q2 | $2.34M | Buy |
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|
2017
Q1 | $2.23M | Buy |
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|
2016
Q4 | $466K | Buy |
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|
2016
Q3 | $345K | Buy |
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|
2016
Q2 | $260K | Buy |
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|
2016
Q1 | $221K | Sell |
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|
2015
Q4 | $230K | Buy |
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