Dakota Wealth Management’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
Q4 | $1.37M | Buy |
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|
2025
Q3 | $979K | Sell |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $977K | Sell |
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|
2024
Q4 | $2.2M | Buy |
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|
2024
Q3 | $819K | Buy |
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|
2024
Q2 | $752K | Sell |
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|
2024
Q1 | $837K | Sell |
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|
2023
Q4 | $3M | Buy |
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|
2023
Q3 | $778K | Sell |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $1.18M | Sell |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $922K | Sell |
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|
2022
Q2 | $1.33M | Sell |
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|
2022
Q1 | $1.63M | Sell |
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|
2021
Q4 | $1.88M | Buy |
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|
2021
Q3 | $1.55M | Sell |
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|
2021
Q2 | $1.74M | Buy |
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|
2021
Q1 | $1.33M | Buy |
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|
2020
Q4 | $619K | Sell |
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|
2020
Q3 | $1.14M | Sell |
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|
2020
Q2 | $1.16M | Sell |
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|
2020
Q1 | $1.06M | Sell |
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|
2019
Q4 | $1.95M | Buy |
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|
2019
Q3 | $1.77M | Buy |
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|
2019
Q2 | $876K | Sell |
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|
2019
Q1 | $948K | Buy |
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|
2018
Q4 | $716K | Hold |
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|
2018
Q3 | $716K | Sell |
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|
2018
Q2 | $734K | Sell |
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|
2018
Q1 | $763K | Buy |
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|
2017
Q4 | $739K | Buy |
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|
2017
Q3 | $692K | Buy |
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|
2017
Q2 | $667K | Buy |
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|
2017
Q1 | $634K | Sell |
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|
2016
Q4 | $644K | Sell |
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|
2016
Q3 | $617K | Sell |
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|
2016
Q2 | $661K | Hold |
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|
2016
Q1 | $633K | Hold |
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|
2015
Q4 | $627K | Sell |
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|
2015
Q3 | $612K | Sell |
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|
2015
Q2 | $1.35M | Hold |
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|
2015
Q1 | $1.34M | Buy |
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|
2014
Q4 | $1.36M | Buy |
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