Cerity Partners’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 | $42.2M | Sell |
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|
2025
Q1 | $41.8M | Sell |
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|
2024
Q4 | $42.6M | Buy |
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|
2024
Q3 | $37.2M | Buy |
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|
2024
Q2 | $32.9M | Buy |
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|
2024
Q1 | $33.5M | Sell |
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|
2023
Q4 | $29.9M | Buy |
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|
2023
Q3 | $17M | Sell |
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|
2023
Q2 | $28.8M | Sell |
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|
2023
Q1 | $52.9M | Buy |
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|
2022
Q4 | $51.5M | Buy |
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|
2022
Q3 | $11.1M | Buy |
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|
2022
Q2 | $11.6M | Buy |
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|
2022
Q1 | $3.51M | Buy |
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|
2021
Q4 | $3.56M | Buy |
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|
2021
Q3 | $2.43M | Buy |
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|
2021
Q2 | $2.37M | Buy |
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|
2021
Q1 | $2.2M | Sell |
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|
2020
Q4 | $2.01M | Buy |
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|
2020
Q3 | $1.72M | Sell |
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|
2020
Q2 | $1.83M | Sell |
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|
2020
Q1 | $1.62M | Sell |
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|
2019
Q4 | $3.08M | Buy |
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|
2019
Q3 | $2.31M | Buy |
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|
2019
Q2 | $900K | Sell |
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|
2019
Q1 | $2.83M | Sell |
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|
2018
Q4 | $7.47M | Buy |
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|
2018
Q3 | $903K | Sell |
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|
2018
Q2 | $869K | Buy |
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|
2018
Q1 | $762K | Sell |
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|
2017
Q4 | $803K | Sell |
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|
2017
Q3 | $843K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $685K | Buy |
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