Deroy & Devereaux Private Investment Counsel’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 | $419K | Sell |
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|
2025
Q2 | $420K | Sell |
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|
2025
Q1 | $419K | Hold |
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|
2024
Q4 | $412K | Sell |
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|
2024
Q3 | $441K | Sell |
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|
2024
Q2 | $429K | Sell |
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|
2024
Q1 | $452K | Hold |
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|
2023
Q4 | $417K | Sell |
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|
2023
Q3 | $395K | Sell |
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|
2023
Q2 | $442K | Sell |
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|
2023
Q1 | $460K | Hold |
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|
2022
Q4 | $458K | Hold |
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|
2022
Q3 | $411K | Sell |
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|
2022
Q2 | $481K | Hold |
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|
2022
Q1 | $551K | Sell |
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|
2021
Q4 | $566K | Sell |
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|
2021
Q3 | $539K | Hold |
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|
2021
Q2 | $546K | Sell |
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|
2021
Q1 | $526K | Sell |
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|
2020
Q4 | $497K | Hold |
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|
2020
Q3 | $430K | Sell |
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|
2020
Q2 | $415K | Buy |
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|
2020
Q1 | $359K | Sell |
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|
2019
Q4 | $555K | Sell |
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|
2019
Q3 | $528K | Sell |
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|
2019
Q2 | $569K | Sell |
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|
2019
Q1 | $570K | Sell |
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|
2018
Q4 | $516K | Sell |
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|
2018
Q3 | $613K | Sell |
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|
2018
Q2 | $627K | Sell |
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|
2018
Q1 | $641K | Hold |
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|
2017
Q4 | $664K | Sell |
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|
2017
Q3 | $681K | Sell |
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|
2017
Q2 | $683K | Sell |
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|
2017
Q1 | $772K | Sell |
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|
2016
Q4 | $763K | Hold |
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|
2016
Q3 | $720K | Sell |
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|
2016
Q2 | $782K | Sell |
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|
2016
Q1 | $798K | Hold |
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|
2015
Q4 | $791K | Sell |
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|
2015
Q3 | $781K | Sell |
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|
2015
Q2 | $905K | Sell |
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|
2015
Q1 | $979K | Sell |
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|
2014
Q4 | $1M | Sell |
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|
2014
Q3 | $981K | Sell |
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|
2014
Q2 | $1M | Sell |
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|
2014
Q1 | $975K | Sell |
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|
2013
Q4 | $1.02M | Sell |
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|
2013
Q3 | $955K | Buy |
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|
2013
Q2 | $876K | Buy |
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