Chesley Taft & Associates’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 | $1.11M | Buy |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $896K | Sell |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $890K | Buy |
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|
2024
Q2 | $800K | Sell |
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|
2024
Q1 | $991K | Sell |
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|
2023
Q4 | $936K | Sell |
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|
2023
Q3 | $895K | Buy |
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|
2023
Q2 | $895K | Sell |
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|
2023
Q1 | $1.12M | Hold |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $915K | Buy |
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|
2022
Q2 | $911K | Sell |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $858K | Buy |
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|
2021
Q3 | $758K | Buy |
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|
2021
Q2 | $540K | Buy |
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|
2021
Q1 | $448K | Buy |
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|
2020
Q4 | $217K | Buy |
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