Crestwood Advisors 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 | $825K | Buy |
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|
2025
Q2 | $614K | Buy |
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|
2025
Q1 | $585K | Sell |
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|
2024
Q4 | $585K | Buy |
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|
2024
Q3 | $473K | Hold |
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|
2024
Q2 | $434K | Sell |
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|
2024
Q1 | $484K | Sell |
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|
2023
Q4 | $498K | Buy |
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|
2023
Q3 | $387K | Sell |
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|
2023
Q2 | $577K | Sell |
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|
2023
Q1 | $579K | Sell |
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|
2022
Q4 | $704K | Buy |
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|
2022
Q3 | $629K | Sell |
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|
2022
Q2 | $838K | Buy |
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|
2022
Q1 | $874K | Buy |
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|
2021
Q4 | $861K | Buy |
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|
2021
Q3 | $647K | Sell |
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|
2021
Q2 | $659K | Sell |
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|
2021
Q1 | $692K | Sell |
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|
2020
Q4 | $756K | Hold |
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|
2020
Q3 | $653K | Sell |
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|
2020
Q2 | $643K | Buy |
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|
2020
Q1 | $561K | Sell |
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|
2019
Q4 | $866K | Hold |
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|
2019
Q3 | $814K | Buy |
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|
2019
Q2 | $321K | Sell |
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|
2019
Q1 | $314K | Buy |
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|
2018
Q4 | $217K | Buy |
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|
2018
Q3 | $210K | Sell |
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|
2018
Q2 | $216K | Sell |
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|
2018
Q1 | $217K | Sell |
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|
2017
Q4 | $250K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $68K | Buy |
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