Custos Family Office’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 | – | Sell |
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|
2025
Q2 | $2.02M | Sell |
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|
2025
Q1 | $2.09M | Sell |
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|
2024
Q4 | $2.11M | Sell |
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|
2024
Q3 | $2.39M | Sell |
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|
2024
Q2 | $2.23M | Sell |
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|
2024
Q1 | $2.3M | Sell |
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|
2023
Q4 | $2.13M | Buy |
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|
2023
Q3 | $602K | Hold |
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|
2023
Q2 | $626K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4.2M | Buy |
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