Cary Street Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $513K | Sell |
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|
2024
Q2 | $497K | Buy |
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|
2024
Q1 | $429K | Sell |
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|
2023
Q4 | $598K | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.44M | Buy |
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|
2023
Q1 | $602K | Sell |
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|
2022
Q4 | $672K | Sell |
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|
2022
Q3 | $711K | Buy |
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|
2022
Q2 | $469K | Sell |
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|
2022
Q1 | $552K | Sell |
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|
2021
Q4 | $561K | Sell |
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|
2021
Q3 | $564K | Sell |
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|
2021
Q2 | $747K | Sell |
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|
2021
Q1 | $971K | Buy |
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