D.J. St. Germain’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 | $580K | Hold |
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|
2025
Q2 | $554K | Buy |
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|
2025
Q1 | $330K | Sell |
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|
2024
Q4 | $523K | Buy |
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|
2024
Q3 | $528K | Sell |
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|
2024
Q2 | $489K | Sell |
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|
2024
Q1 | $543K | Buy |
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|
2023
Q4 | $411K | Hold |
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|
2023
Q3 | $378K | Sell |
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|
2023
Q2 | $421K | Buy |
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|
2022
Q4 | $48.5K | Buy |
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|
2022
Q3 | $256K | Hold |
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|
2022
Q2 | $256K | Buy |
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|
2022
Q1 | $257K | Sell |
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|
2021
Q4 | $268K | Sell |
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|
2021
Q3 | $300K | Hold |
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|
2021
Q2 | $304K | Sell |
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|
2021
Q1 | $293K | Sell |
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|
2020
Q4 | $409K | Hold |
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|
2020
Q3 | $353K | Hold |
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|
2020
Q2 | $337K | Sell |
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|
2020
Q1 | $302K | Sell |
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|
2019
Q4 | $442K | Buy |
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|
2019
Q3 | $374K | Hold |
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|
2019
Q2 | $371K | Hold |
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|
2019
Q1 | $360K | Buy |
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|
2018
Q4 | $216K | Sell |
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|
2018
Q3 | $248K | Buy |
|