Cornerstone 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
Q3 | $276K | Hold |
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|
2025
Q2 | $264K | Hold |
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|
2025
Q1 | $256K | Sell |
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|
2024
Q4 | $268K | Hold |
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|
2024
Q3 | $274K | Hold |
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|
2024
Q2 | $252K | Hold |
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|
2024
Q1 | $259K | Hold |
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|
2023
Q4 | $239K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $228K | Sell |
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|
2023
Q1 | $224K | Hold |
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|
2022
Q4 | $224K | Hold |
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|
2022
Q3 | $200K | Sell |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $265K | Sell |
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|
2021
Q4 | $299K | Hold |
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|
2021
Q3 | $278K | Hold |
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|
2021
Q2 | $282K | Sell |
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|
2021
Q1 | $270K | Sell |
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|
2020
Q4 | $252K | Sell |
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|
2020
Q3 | $329K | Hold |
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|
2020
Q2 | $314K | Hold |
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|
2020
Q1 | $276K | Sell |
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|
2019
Q4 | $548K | Buy |
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|
2019
Q3 | $493K | Sell |
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|
2019
Q2 | $518K | Hold |
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|
2019
Q1 | $503K | Sell |
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|
2018
Q4 | $462K | Sell |
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|
2018
Q3 | $564K | Hold |
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|
2018
Q2 | $541K | Hold |
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|
2018
Q1 | $535K | Sell |
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|
2017
Q4 | $575K | Sell |
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|
2017
Q3 | $564K | Buy |
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|
2017
Q2 | $524K | Sell |
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|
2017
Q1 | $757K | Sell |
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|
2016
Q4 | $845K | Sell |
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|
2016
Q3 | $959K | Hold |
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|
2016
Q2 | $938K | Sell |
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|
2016
Q1 | $1.21M | Sell |
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|
2015
Q4 | $1.2M | Sell |
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|
2015
Q3 | $1.15M | Buy |
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|
2015
Q2 | $1.22M | Buy |
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|
2015
Q1 | $1.21M | Sell |
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|
2014
Q4 | $1.23M | Buy |
|