Charles Schwab Trust’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 | $293K | Buy |
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|
2025
Q2 | $224K | Sell |
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|
2025
Q1 | $334K | Sell |
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|
2024
Q4 | $635K | Buy |
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|
2024
Q3 | $625K | Hold |
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|
2024
Q2 | $575K | Hold |
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|
2024
Q1 | $590K | Buy |
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|
2023
Q4 | $274K | Hold |
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $247K | Hold |
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|
2023
Q1 | $253K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $444K | Buy |
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