Clearstead 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 | $28.4M | Sell |
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|
2025
Q1 | $27.6M | Sell |
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|
2024
Q4 | $27.5M | Sell |
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|
2024
Q3 | $42.6M | Buy |
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|
2024
Q2 | $37.5M | Buy |
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|
2024
Q1 | $2.98M | Buy |
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|
2023
Q4 | $2.77M | Sell |
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|
2023
Q3 | $5.28M | Buy |
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|
2023
Q2 | $2.64M | Buy |
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|
2023
Q1 | $2.53M | Buy |
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|
2022
Q4 | $2.52M | Buy |
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|
2022
Q3 | $2.25M | Sell |
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|
2022
Q2 | $2.46M | Buy |
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|
2022
Q1 | $2.4M | Buy |
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|
2021
Q4 | $2.12M | Buy |
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|
2021
Q3 | $684K | Buy |
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|
2021
Q2 | $691K | Sell |
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|
2021
Q1 | $708K | Sell |
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|
2020
Q4 | $967K | Sell |
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|
2020
Q3 | $843K | Buy |
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|
2020
Q2 | $801K | Sell |
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|
2020
Q1 | $723K | Sell |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $1.03M | Sell |
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|
2019
Q2 | $1.13M | Sell |
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|
2019
Q1 | $1.19M | Buy |
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|
2018
Q4 | $1.05M | Buy |
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|
2018
Q3 | $702K | Sell |
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|
2018
Q2 | $1.17M | Sell |
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|
2018
Q1 | $1.31M | Buy |
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|
2017
Q4 | $1.17M | Sell |
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|
2017
Q3 | $1.22M | Sell |
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|
2017
Q2 | $1.19M | Buy |
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|
2017
Q1 | $753K | Buy |
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|
2016
Q4 | $733K | Buy |
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