CFS Investment Advisory Services’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 | $30.2M | Buy |
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|
2025
Q1 | $29M | Buy |
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|
2024
Q4 | $26.3M | Buy |
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|
2024
Q3 | $26.7M | Sell |
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|
2024
Q2 | $49M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $17M | Buy |
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|
2023
Q2 | $14.5M | Sell |
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|
2023
Q1 | $14.3M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $3.4M | Buy |
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|
2022
Q2 | $16M | Sell |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $17.7M | Buy |
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|
2021
Q3 | $16.7M | Buy |
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|
2020
Q4 | $14.3M | Buy |
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