Capital Investment Advisory Services’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
Q2 | $606K | Hold |
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|
2025
Q1 | $587K | Sell |
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|
2024
Q4 | $733K | Sell |
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|
2024
Q3 | $762K | Buy |
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|
2024
Q2 | $678K | Sell |
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|
2024
Q1 | $724K | Buy |
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|
2023
Q4 | $657K | Buy |
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|
2023
Q3 | $603K | Hold |
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|
2023
Q2 | $627K | Buy |
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|
2023
Q1 | $605K | Sell |
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|
2022
Q4 | $621K | Buy |
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|
2022
Q3 | $515K | Sell |
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|
2022
Q2 | $651K | Buy |
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|
2022
Q1 | $581K | Buy |
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|
2021
Q4 | $561K | Buy |
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|
2021
Q3 | $506K | Sell |
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|
2021
Q2 | $534K | Hold |
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|
2021
Q1 | $510K | Hold |
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|
2020
Q4 | $461K | Buy |
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|
2020
Q3 | $391K | Buy |
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|
2020
Q2 | $362K | Hold |
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|
2020
Q1 | $319K | Sell |
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|
2019
Q4 | $444K | Hold |
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|
2019
Q3 | $417K | Hold |
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|
2019
Q2 | $417K | Buy |
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|
2019
Q1 | $226K | Hold |
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|
2018
Q4 | $203K | Sell |
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|
2018
Q3 | $238K | Sell |
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|
2018
Q2 | $233K | Sell |
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|
2018
Q1 | $233K | Buy |
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