Cypress Wealth Services’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 | $331K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $968K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $799K | Sell |
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|
2020
Q1 | $1.06M | Sell |
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|
2019
Q4 | $1.5M | Buy |
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|
2019
Q3 | $1.4M | Buy |
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|
2019
Q2 | $1.38M | Buy |
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|
2019
Q1 | $1.22M | Sell |
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|
2018
Q4 | $1.13M | Buy |
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|
2018
Q3 | $1.09M | Hold |
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|
2018
Q2 | $1.04M | Buy |
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|
2018
Q1 | $1.03M | Buy |
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|
2017
Q4 | $1.01M | Buy |
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