City State Bank’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 | $169K | Sell |
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|
2025
Q2 | $165K | Sell |
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|
2025
Q1 | $189K | Hold |
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|
2024
Q4 | $186K | Sell |
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|
2024
Q3 | $193K | Hold |
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|
2024
Q2 | $178K | Hold |
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|
2024
Q1 | $182K | Sell |
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|
2023
Q4 | $171K | Hold |
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|
2023
Q3 | $157K | Sell |
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|
2023
Q2 | $184K | Sell |
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|
2023
Q1 | $247K | Buy |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q3 | $214K | Buy |
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|
2022
Q2 | $210K | Hold |
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|
2022
Q1 | $240K | Buy |
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|
2021
Q4 | $232K | Buy |
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