CM Wealth 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
Q3 | $18.7M | Sell |
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|
2025
Q2 | $17.9M | Hold |
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|
2025
Q1 | $17.3M | Hold |
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|
2024
Q4 | $17M | Hold |
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|
2024
Q3 | $17.5M | Buy |
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|
2024
Q2 | $696K | Sell |
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|
2024
Q1 | $16.1M | Buy |
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|
2023
Q4 | $597K | Hold |
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|
2023
Q3 | $555K | Hold |
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|
2023
Q2 | $191K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $749K | Hold |
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|
2022
Q3 | $672M | Hold |
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|
2022
Q2 | $716K | Buy |
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