CGN Advisors’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 | $2.24M | Sell |
|
|||||
|
2025
Q2 | $2.15M | Buy |
|
|||||
|
2025
Q1 | $2.02M | Sell |
|
|||||
|
2024
Q4 | $2M | Buy |
|
|||||
|
2024
Q3 | $2.02M | Sell |
|
|||||
|
2024
Q2 | $1.87M | Buy |
|
|||||
|
2024
Q1 | $1.9M | Buy |
|
|||||
|
2023
Q4 | $1.65M | Buy |
|
|||||
|
2023
Q3 | $1.43M | Buy |
|
|||||
|
2023
Q2 | $705K | Buy |
|
|||||
|
2023
Q1 | $655K | Buy |
|
|||||
|
2022
Q4 | $652K | Buy |
|
|||||
|
2022
Q3 | $312K | Buy |
|