Clarity Financial’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 | $450K | Hold |
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|
2025
Q2 | $429K | Hold |
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|
2025
Q1 | $416K | Hold |
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|
2024
Q4 | $409K | Hold |
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|
2024
Q3 | $419K | Hold |
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|
2024
Q2 | $385K | Hold |
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|
2024
Q1 | $396K | Hold |
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|
2023
Q4 | $365K | Hold |
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|
2023
Q3 | $335K | Buy |
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|
2023
Q2 | $302K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $291K | Sell |
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|
2022
Q3 | $280K | Buy |
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|
2022
Q2 | $278K | Hold |
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|
2022
Q1 | $318K | Buy |
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