Courier Capital’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 | $2.81M | Sell |
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|
2025
Q2 | $2.72M | Sell |
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|
2025
Q1 | $2.64M | Buy |
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|
2024
Q4 | $1.62M | Buy |
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|
2024
Q3 | $883K | Buy |
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|
2024
Q2 | $804K | Buy |
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|
2024
Q1 | $797K | Sell |
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|
2023
Q4 | $758K | Sell |
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|
2023
Q3 | $700K | Hold |
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|
2023
Q2 | $728K | Hold |
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|
2023
Q1 | $702K | Sell |
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|
2022
Q4 | $707K | Buy |
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|
2022
Q3 | $630K | Sell |
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|
2022
Q2 | $689K | Sell |
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|
2022
Q1 | $794K | Sell |
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|
2021
Q4 | $811K | Hold |
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|
2021
Q3 | $756K | Sell |
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|
2021
Q2 | $802K | Sell |
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|
2021
Q1 | $777K | Sell |
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|
2020
Q4 | $716K | Hold |
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|
2020
Q3 | $644K | Sell |
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|
2020
Q2 | $596K | Hold |
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|
2020
Q1 | $548K | Buy |
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|
2019
Q4 | $688K | Sell |
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|
2019
Q3 | $636K | Hold |
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|
2019
Q2 | $648K | Hold |
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|
2019
Q1 | $629K | Hold |
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|
2018
Q4 | $565K | Hold |
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|
2018
Q3 | $645K | Sell |
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|
2018
Q2 | $680K | Hold |
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|
2018
Q1 | $672K | Sell |
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|
2017
Q4 | $710K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $958K | Sell |
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|
2017
Q1 | $982K | Buy |
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|
2016
Q4 | $894K | Buy |
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|
2016
Q3 | $808K | Buy |
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|
2016
Q2 | $764K | Sell |
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|
2016
Q1 | $753K | Buy |
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|
2015
Q4 | $737K | Hold |
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|
2015
Q3 | $703K | Hold |
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|
2015
Q2 | $777K | Hold |
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|
2015
Q1 | $777K | Hold |
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|
2014
Q4 | $787K | Hold |
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|
2014
Q3 | $754K | Hold |
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|
2014
Q2 | $763K | Hold |
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|
2014
Q1 | $727K | Hold |
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|
2013
Q4 | $709K | Hold |
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|
2013
Q3 | $649K | Buy |
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|
2013
Q2 | $539K | Buy |
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