CreativeOne Wealth’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
$1.34M Buy
2025
Q1
$1.22M Sell
2024
Q4
$1.98M Buy
2024
Q3
$1.99M Buy
2024
Q2
$370K Sell
2024
Q1
$1.82M Buy
2023
Q4
$805K Sell
2023
Q3
$878K Sell
2023
Q2
$3.01M Sell
2023
Q1
$5.25M Sell
2022
Q4
$7.64M Sell
2022
Q3
$7.02M Buy
2020
Q2
Sell
2020
Q1
$505K Buy
2019
Q4
$591K Buy