Chicago Wealth Management’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 | $509K | Hold |
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|
2025
Q1 | $493K | Hold |
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|
2024
Q4 | $485K | Hold |
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|
2024
Q3 | $497K | Hold |
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|
2024
Q2 | $457K | Hold |
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|
2024
Q1 | $469K | Hold |
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|
2023
Q4 | $433K | Hold |
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|
2023
Q3 | $398K | Hold |
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|
2023
Q2 | $414K | Sell |
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|
2023
Q1 | $802K | Hold |
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|
2022
Q4 | $799K | Hold |
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|
2022
Q3 | $716K | Sell |
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|
2022
Q2 | $767K | Sell |
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|
2022
Q1 | $7.88M | Buy |
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|
2021
Q4 | $7.78M | Buy |
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|
2021
Q3 | $6.98M | Buy |
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|
2021
Q2 | $6.83M | Buy |
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|
2021
Q1 | $6.15M | Buy |
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|
2020
Q4 | $5.16M | Buy |
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|
2020
Q3 | $4.36M | Buy |
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|
2020
Q2 | $3.93M | Buy |
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