Cornerstone Wealth Group’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 | $469K | Hold |
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|
2025
Q2 | $448K | Buy |
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|
2025
Q1 | $403K | Hold |
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|
2024
Q4 | $397K | Sell |
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|
2024
Q3 | $411K | Buy |
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|
2024
Q2 | $339K | Buy |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $228K | Sell |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $244K | Hold |
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|
2022
Q4 | $243K | Hold |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $296K | Sell |
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|
2022
Q1 | $11.7M | Buy |
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|
2021
Q4 | $10.5M | Buy |
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|
2021
Q3 | $337K | Buy |
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|
2021
Q2 | $333K | Buy |
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|
2021
Q1 | $336K | Buy |
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|
2020
Q4 | $278K | Buy |
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|
2020
Q3 | $240K | Buy |
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|
2020
Q2 | $228K | Buy |
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|
2020
Q1 | $200K | Buy |
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