Darwin 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
Q3 | $609K | Sell |
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|
2025
Q2 | $585K | Sell |
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|
2025
Q1 | $728K | Hold |
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|
2024
Q4 | $728K | Sell |
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|
2024
Q3 | $850K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.91M | Buy |
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|
2023
Q4 | $1.69M | Sell |
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|
2023
Q3 | $1.57M | Buy |
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|
2023
Q2 | $1.56M | Buy |
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|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $1.17M | Sell |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $814K | Buy |
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|
2021
Q2 | $674K | Buy |
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|
2021
Q1 | $581K | Buy |
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|
2020
Q4 | $332K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $251K | Buy |
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|
2019
Q4 | $201K | Buy |
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