Creative Planning’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
Q2 | $105M | Buy |
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|
2025
Q1 | $101M | Buy |
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|
2024
Q4 | $98.4M | Buy |
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|
2024
Q3 | $99.6M | Buy |
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|
2024
Q2 | $91M | Sell |
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|
2024
Q1 | $93.9M | Buy |
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|
2023
Q4 | $86.4M | Buy |
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|
2023
Q3 | $73.6M | Sell |
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|
2023
Q2 | $78.4M | Sell |
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|
2023
Q1 | $77.5M | Sell |
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|
2022
Q4 | $81.6M | Sell |
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|
2022
Q3 | $73.4M | Sell |
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|
2022
Q2 | $85.6M | Buy |
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|
2022
Q1 | $84.4M | Sell |
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|
2021
Q4 | $85.5M | Sell |
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|
2021
Q3 | $79.8M | Sell |
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|
2021
Q2 | $83.8M | Sell |
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|
2021
Q1 | $126M | Sell |
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|
2020
Q4 | $115M | Buy |
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|
2020
Q3 | $57.6M | Sell |
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|
2020
Q2 | $83.7M | Buy |
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|
2020
Q1 | $37M | Buy |
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|
2019
Q4 | $48.4M | Buy |
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|
2019
Q3 | $44.7M | Buy |
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|
2019
Q2 | $43.3M | Buy |
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|
2019
Q1 | $42M | Buy |
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|
2018
Q4 | $36.7M | Sell |
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|
2018
Q3 | $43M | Buy |
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|
2018
Q2 | $40.9M | Buy |
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|
2018
Q1 | $40.1M | Buy |
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|
2017
Q4 | $41.4M | Buy |
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|
2017
Q3 | $38.5M | Buy |
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|
2017
Q2 | $37M | Buy |
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|
2017
Q1 | $34.9M | Buy |
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|
2016
Q4 | $32.8M | Sell |
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|
2016
Q3 | $31.1M | Buy |
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|
2016
Q2 | $29.6M | Sell |
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|
2016
Q1 | $30.3M | Sell |
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|
2015
Q4 | $33M | Buy |
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|
2015
Q3 | $31.2M | Buy |
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|
2015
Q2 | $4.42M | Buy |
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|
2015
Q1 | $4.35M | Buy |
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|
2014
Q4 | $4.03M | Buy |
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|
2014
Q3 | $3.25M | Buy |
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|
2014
Q2 | $3.12M | Buy |
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|
2014
Q1 | $2.69M | Sell |
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|
2013
Q4 | $2.66M | Buy |
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|
2013
Q3 | $2.01M | Buy |
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|
2013
Q2 | $1.61M | Buy |
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