ClientFirst 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Hold |
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|
2025
Q1 | $2.72M | Sell |
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|
2024
Q4 | $2.68M | Buy |
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|
2023
Q3 | $2.2M | Hold |
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|
2023
Q2 | $2.32M | Hold |
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|
2023
Q1 | $2.23M | Hold |
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|
2022
Q4 | $2.21M | Hold |
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|
2022
Q3 | $2.25M | Buy |
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|
2022
Q2 | $2.08M | Hold |
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|
2022
Q1 | $2.38M | Hold |
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|
2021
Q4 | $2.4M | Buy |
|