D.A. Davidson & Co’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 | $3.98M | Sell |
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|
2025
Q2 | $3.87M | Sell |
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|
2025
Q1 | $4.08M | Sell |
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|
2024
Q4 | $4.29M | Buy |
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|
2024
Q3 | $4.27M | Buy |
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|
2024
Q2 | $3.38M | Sell |
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|
2024
Q1 | $3.48M | Sell |
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|
2023
Q4 | $4.2M | Sell |
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|
2023
Q3 | $4.04M | Sell |
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|
2023
Q2 | $4.39M | Buy |
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|
2023
Q1 | $4.03M | Sell |
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|
2022
Q4 | $4.14M | Buy |
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|
2022
Q3 | $3.34M | Sell |
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|
2022
Q2 | $4.07M | Buy |
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|
2022
Q1 | $4.03M | Sell |
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|
2021
Q4 | $4.16M | Buy |
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|
2021
Q3 | $3.6M | Buy |
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|
2021
Q2 | $3.24M | Buy |
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|
2021
Q1 | $2.86M | Sell |
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|
2020
Q4 | $2.91M | Sell |
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|
2020
Q3 | $2.54M | Buy |
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|
2020
Q2 | $1.94M | Buy |
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|
2020
Q1 | $813K | Buy |
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|
2019
Q4 | $1.01M | Buy |
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|
2019
Q3 | $440K | Buy |
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|
2019
Q2 | $329K | Buy |
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|
2019
Q1 | $202K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $147K | Hold |
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|
2017
Q1 | $145K | Buy |
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|
2016
Q4 | $120K | Buy |
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|
2016
Q3 | $88K | Buy |
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|
2016
Q2 | $5K | Hold |
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|
2016
Q1 | $5K | Sell |
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|
2015
Q4 | $44K | Buy |
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|
2015
Q3 | $4K | Hold |
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|
2015
Q2 | $5K | Sell |
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|
2015
Q1 | $32K | Sell |
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|
2014
Q4 | $76K | Sell |
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|
2014
Q3 | $78K | Sell |
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|
2014
Q2 | $186K | Buy |
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|
2014
Q1 | $134K | Buy |
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|
2013
Q4 | $100K | Buy |
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|
2013
Q3 | $24K | Sell |
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|
2013
Q2 | $39K | Buy |
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