DB Fitzpatrick & 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 | $156K | Hold |
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|
2025
Q2 | $149K | Sell |
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|
2025
Q1 | $145K | Hold |
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|
2024
Q4 | $142K | Sell |
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|
2024
Q3 | $170K | Sell |
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|
2024
Q2 | $156K | Sell |
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|
2024
Q1 | $358K | Sell |
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|
2023
Q4 | $356K | Buy |
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|
2023
Q3 | $322K | Sell |
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|
2023
Q2 | $381K | Buy |
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|
2023
Q1 | $352K | Buy |
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|
2022
Q4 | $342K | Sell |
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|
2022
Q3 | $325K | Sell |
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|
2022
Q2 | $376K | Sell |
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|
2022
Q1 | $434K | Sell |
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|
2021
Q4 | $453K | Buy |
|