Core 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
Q2 | $1.04M | Buy |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $988K | Buy |
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|
2024
Q3 | $996K | Sell |
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|
2024
Q2 | $977K | Hold |
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|
2024
Q1 | $1M | Hold |
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|
2023
Q4 | $925K | Sell |
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|
2023
Q3 | $919K | Hold |
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|
2023
Q2 | $955K | Hold |
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|
2023
Q1 | $921K | Hold |
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|
2022
Q4 | $918K | Hold |
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|
2022
Q3 | $823K | Hold |
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|
2022
Q2 | $877K | Hold |
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|
2022
Q1 | $1M | Hold |
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|
2021
Q4 | $1.02M | Hold |
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|
2021
Q3 | $947K | Hold |
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|
2021
Q2 | $960K | Hold |
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|
2021
Q1 | $917K | Hold |
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|
2020
Q4 | $827K | Sell |
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|
2020
Q3 | $715K | Sell |
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|
2020
Q2 | $747K | Sell |
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|
2020
Q1 | $3.98M | Sell |
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|
2019
Q4 | $5.6M | Buy |
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