CWA Asset Management 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
Q2 | $947K | Buy |
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|
2025
Q1 | $426K | Sell |
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|
2024
Q4 | $634K | Sell |
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|
2024
Q3 | $658K | Buy |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $1.11M | Hold |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.26M | Buy |
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $1.1M | Hold |
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|
2022
Q2 | $1.17M | Hold |
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|
2022
Q1 | $1.34M | Hold |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $1.26M | Hold |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $399K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $226K | Sell |
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|
2019
Q3 | $268K | Buy |
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|
2019
Q2 | $211K | Buy |
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