Cornerstone 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
Q3 | $1.12M | Sell |
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|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1,000K | Buy |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $982K | Sell |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $734K | Buy |
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|
2022
Q3 | $723K | Buy |
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|
2022
Q2 | $652K | Buy |
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|
2022
Q1 | $662K | Sell |
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|
2021
Q4 | $683K | Buy |
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|
2021
Q3 | $606K | Sell |
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|
2021
Q2 | $617K | Buy |
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|
2021
Q1 | $584K | Buy |
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|
2020
Q4 | $524K | Buy |
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|
2020
Q3 | $452K | Sell |
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|
2020
Q2 | $474K | Buy |
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|
2020
Q1 | $379K | Sell |
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|
2019
Q4 | $526K | Buy |
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|
2019
Q3 | $494K | Buy |
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|
2019
Q2 | $489K | Sell |
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|
2019
Q1 | $301K | Buy |
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|
2018
Q4 | $392K | Sell |
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|
2018
Q3 | $243K | Sell |
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|
2018
Q2 | $4.19M | Buy |
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|
2018
Q1 | $482K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $210K | Buy |
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