Choate Investment 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 | $1.21M | Sell |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $1.05M | Hold |
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|
2024
Q4 | $1.03M | Hold |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.12M | Hold |
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|
2024
Q1 | $1.15M | Hold |
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|
2023
Q4 | $1.06M | Hold |
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|
2023
Q3 | $978K | Buy |
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|
2023
Q2 | $799K | Sell |
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|
2023
Q1 | $895K | Hold |
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|
2022
Q4 | $891K | Sell |
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|
2022
Q3 | $1.26M | Hold |
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|
2022
Q2 | $1.34M | Hold |
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|
2022
Q1 | $1.53M | Sell |
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|
2021
Q4 | $1.67M | Hold |
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|
2021
Q3 | $1.56M | Hold |
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|
2021
Q2 | $1.58M | Hold |
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|
2021
Q1 | $1.51M | Buy |
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|
2020
Q4 | $901K | Buy |
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|
2020
Q3 | $682K | Hold |
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|
2020
Q2 | $650K | Sell |
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|
2020
Q1 | $589K | Hold |
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|
2019
Q4 | $811K | Hold |
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|
2019
Q3 | $762K | Hold |
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|
2019
Q2 | $756K | Hold |
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|
2019
Q1 | $734K | Hold |
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|
2018
Q4 | $660K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $721K | Hold |
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|
2018
Q1 | $713K | Hold |
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|
2017
Q4 | $739K | Hold |
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|
2017
Q3 | $704K | Hold |
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|
2017
Q2 | $692K | Hold |
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|
2017
Q1 | $683K | Hold |
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|
2016
Q4 | $665K | Hold |
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|
2016
Q3 | $627K | Hold |
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|
2016
Q2 | $613K | Hold |
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|
2016
Q1 | $587K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $554K | Buy |
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