Chilton Capital 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
Q3 | $14.3K | Sell |
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|
2025
Q2 | $21.9K | Sell |
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|
2025
Q1 | $40.6K | Buy |
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|
2024
Q4 | $34.8K | Hold |
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|
2024
Q3 | $35.7K | Sell |
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|
2024
Q2 | $41.9K | Sell |
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|
2024
Q1 | $50.9K | Hold |
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|
2023
Q4 | $46.9K | Buy |
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|
2023
Q3 | $36.4K | Hold |
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|
2023
Q2 | $37.9K | Sell |
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|
2023
Q1 | $59.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $35K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $40K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $215K | Hold |
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|
2018
Q2 | $206K | Hold |
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|
2018
Q1 | $204K | Sell |
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|
2017
Q4 | $427K | Buy |
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