Columbia Asset 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
Q4 | $206K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $237K | Hold |
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|
2023
Q4 | $237K | Hold |
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|
2023
Q3 | $218K | Sell |
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|
2023
Q2 | $309K | Hold |
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|
2023
Q1 | $298K | Hold |
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|
2022
Q4 | $297K | Hold |
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|
2022
Q3 | $267K | Hold |
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|
2022
Q2 | $284K | Buy |
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|
2021
Q4 | $430K | Hold |
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|
2021
Q3 | $401K | Hold |
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|
2021
Q2 | $406K | Hold |
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|
2021
Q1 | $388K | Hold |
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|
2020
Q4 | $350K | Sell |
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|
2020
Q3 | $338K | Buy |
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