Crewe Advisors’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 | $232K | Sell |
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|
2025
Q1 | $290K | Buy |
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|
2024
Q4 | $271K | Buy |
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|
2024
Q3 | $162K | Hold |
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|
2024
Q2 | $148K | Sell |
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|
2024
Q1 | $178K | Sell |
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|
2023
Q4 | $164K | Hold |
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|
2023
Q3 | $151K | Buy |
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|
2023
Q2 | $150K | Sell |
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|
2023
Q1 | $149K | Buy |
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|
2022
Q4 | $144K | Buy |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $6K | Hold |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $6K | Hold |
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|
2020
Q4 | $5K | Hold |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $4K | Hold |
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|
2019
Q4 | $5K | Sell |
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|
2019
Q3 | $22K | Hold |
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|
2019
Q2 | $21K | Hold |
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|
2019
Q1 | $21K | Hold |
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|
2018
Q4 | $19K | Hold |
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|
2018
Q3 | $21K | Hold |
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|
2018
Q2 | $20K | Sell |
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|
2018
Q1 | $51K | Hold |
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|
2017
Q4 | $53K | Buy |
|