Circle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $144M | Buy |
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|
2025
Q4 | $141M | Buy |
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|
2025
Q3 | $124M | Hold |
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|
2025
Q2 | $118M | Hold |
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|
2025
Q1 | $114M | Hold |
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|
2024
Q4 | $112M | Buy |
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|
2024
Q3 | $115M | Sell |
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|
2024
Q2 | $107M | Hold |
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|
2024
Q1 | $109M | Sell |
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|
2023
Q4 | $103M | Hold |
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|
2023
Q3 | $94.2M | Buy |
|