Csenge Advisory 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 | $284K | Sell |
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|
2025
Q2 | $977K | Sell |
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|
2025
Q1 | $958K | Sell |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $1.98M | Buy |
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|
2024
Q1 | $253K | Sell |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $227K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $251K | Sell |
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|
2021
Q4 | $419K | Buy |
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|
2021
Q3 | $241K | Sell |
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|
2021
Q2 | $419K | Buy |
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|
2021
Q1 | $250K | Sell |
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|
2020
Q4 | $328K | Buy |
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|
2020
Q3 | $262K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $20K | Buy |
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