CFM Wealth 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 | $7.14M | Buy |
|
|||||
|
2025
Q1 | $6.73M | Buy |
|
|||||
|
2024
Q4 | $6.54M | Buy |
|
|||||
|
2024
Q3 | $6.66M | Buy |
|
|||||
|
2024
Q2 | $6.05M | Buy |
|
|||||
|
2024
Q1 | $5.71M | Sell |
|
|||||
|
2023
Q4 | $5.3M | Buy |
|
|||||
|
2023
Q3 | $3.83M | Buy |
|
|||||
|
2023
Q2 | $2.93M | Sell |
|
|||||
|
2023
Q1 | $3.02M | Hold |
|
|||||
|
2022
Q4 | $3.01M | Sell |
|
|||||
|
2022
Q3 | $2.8M | Sell |
|
|||||
|
2022
Q2 | $2.99M | Hold |
|
|||||
|
2022
Q1 | $3.42M | Buy |
|
|||||
|
2021
Q4 | $1.94M | Buy |
|
|||||
|
2021
Q3 | $1.75M | Hold |
|
|||||
|
2021
Q2 | $1.77M | Sell |
|
|||||
|
2021
Q1 | $1.79M | Buy |
|
|||||
|
2020
Q4 | $1.53M | Buy |
|
|||||
|
2020
Q3 | $1.25M | Buy |
|
|||||
|
2020
Q2 | $924K | Hold |
|
|||||
|
2020
Q1 | $814K | Buy |
|
|||||
|
2019
Q4 | $1.1M | Buy |
|