Coastwise Capital Group’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
2024
Q4
Sell
2024
Q3
$408K Buy
2024
Q2
$375K Buy
2024
Q1
$385K Hold
2023
Q4
$355K Buy
2023
Q3
$326K Hold
2023
Q2
$339K Hold
2023
Q1
$327K Hold
2022
Q4
$326K Buy
2022
Q3
$281K Buy