Claro 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
Q2 | $16.3M | Sell |
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2025
Q1 | $16.1M | Buy |
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|
2024
Q4 | $12.5M | Sell |
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|
2024
Q3 | $13.2M | Buy |
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|
2024
Q2 | $11.1M | Buy |
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|
2024
Q1 | $4.73M | Buy |
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|
2023
Q4 | $313K | Buy |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $256K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $121K | Buy |
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