Cary Street Partners Investment Advisory’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
Q1 | – | Sell |
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|
2024
Q4 | $62.9K | Sell |
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|
2024
Q3 | $3.88M | Sell |
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|
2024
Q2 | $3.64M | Buy |
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|
2024
Q1 | $3.73M | Sell |
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|
2023
Q4 | $3.71M | Sell |
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|
2023
Q3 | $3.93M | Buy |
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|
2023
Q2 | $3.12M | Sell |
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|
2023
Q1 | $3.46M | Buy |
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|
2022
Q4 | $3.43M | Sell |
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|
2022
Q3 | $3.24M | Buy |
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|
2022
Q2 | $3.44M | Buy |
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|
2022
Q1 | $3.62M | Buy |
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|
2021
Q4 | $2.38M | Buy |
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|
2021
Q3 | $1.85M | Buy |
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|
2021
Q2 | $1.84M | Buy |
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|
2021
Q1 | $1.68M | Buy |
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|
2020
Q4 | $1.32M | Sell |
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|
2020
Q3 | $1.15M | Buy |
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|
2020
Q2 | $456K | Sell |
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|
2020
Q1 | $615K | Sell |
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|
2019
Q4 | $1M | Buy |
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|
2018
Q4 | $589K | Buy |
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