Confluence Wealth Services’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 | $5.62M | Buy |
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|
2025
Q1 | $4.98M | Buy |
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|
2024
Q4 | $5.26M | Buy |
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|
2024
Q3 | $5.04M | Buy |
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|
2024
Q2 | $4.6M | Buy |
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|
2024
Q1 | $4.67M | Sell |
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|
2023
Q4 | $4.31M | Buy |
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|
2023
Q3 | $2.57M | Sell |
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|
2023
Q2 | $2.76M | Sell |
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|
2023
Q1 | $2.69M | Sell |
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|
2022
Q4 | $2.74M | Buy |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $1.4M | Buy |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.08M | Buy |
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