Congress 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 | $18.3M | Buy |
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|
2025
Q1 | $17.4M | Buy |
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|
2024
Q4 | $17.1M | Buy |
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|
2024
Q3 | $16.2M | Sell |
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|
2024
Q2 | $33M | Buy |
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|
2024
Q1 | $33.8M | Buy |
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|
2023
Q4 | $30.3M | Buy |
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|
2023
Q3 | $27M | Buy |
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|
2023
Q2 | $958K | Sell |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $2.73M | Buy |
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|
2022
Q3 | $984K | Hold |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $2.09M | Buy |
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