Cassaday & Co Wealth 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 | $87.2M | Sell |
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|
2025
Q2 | $83.8M | Buy |
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|
2025
Q1 | $74.9M | Sell |
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|
2024
Q4 | $74.7M | Buy |
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|
2024
Q3 | $70M | Sell |
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|
2024
Q2 | $64.9M | Sell |
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|
2024
Q1 | $67.8M | Sell |
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|
2023
Q4 | $63.2M | Buy |
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|
2023
Q3 | $57.1M | Sell |
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|
2023
Q2 | $59.9M | Sell |
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|
2023
Q1 | $59M | Sell |
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|
2022
Q4 | $59.2M | Buy |
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