Curran Financial Partners’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 | $794K | Buy |
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|
2025
Q2 | $756K | Buy |
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|
2025
Q1 | $453K | Buy |
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|
2024
Q4 | $440K | Buy |
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|
2024
Q3 | $420K | Sell |
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $408K | Buy |
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|
2023
Q4 | $359K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $342K | Buy |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $371K | Buy |
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|
2022
Q3 | $330K | Buy |
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|
2022
Q2 | $350K | Sell |
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|
2022
Q1 | $413K | Sell |
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|
2021
Q4 | $420K | Buy |
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|
2021
Q3 | $225K | Sell |
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|
2021
Q2 | $230K | Buy |
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