CoreCap 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
Q3 | $498K | Buy |
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|
2025
Q2 | $311K | Buy |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | $153K | Sell |
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|
2024
Q3 | $288K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $264K | Buy |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $269K | Buy |
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|
2023
Q2 | $210K | Buy |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $193K | Sell |
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|
2022
Q1 | $223K | Sell |
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|
2021
Q4 | $244K | Buy |
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