CVA 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 | $804K | Sell |
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|
2025
Q2 | $812K | Hold |
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|
2025
Q1 | $787K | Hold |
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|
2024
Q4 | $774K | Hold |
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|
2024
Q3 | $794K | Sell |
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|
2024
Q2 | $896K | Sell |
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|
2024
Q1 | $1.17M | Hold |
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|
2023
Q4 | $1.08M | Hold |
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|
2023
Q3 | $988K | Hold |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $994K | Buy |
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|
2022
Q3 | $848K | Hold |
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|
2022
Q2 | $904K | Hold |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $549K | Sell |
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|
2021
Q2 | $988K | Buy |
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|
2021
Q1 | $705K | Hold |
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|
2020
Q4 | $636K | Hold |
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|
2020
Q3 | $549K | Hold |
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|
2020
Q2 | $524K | Hold |
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|
2020
Q1 | $461K | Buy |
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