Disciplined Investments’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 | $6.01M | Buy |
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|
2025
Q2 | $5.73M | Buy |
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|
2025
Q1 | $5.44M | Sell |
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|
2024
Q4 | $5.4M | Buy |
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|
2024
Q3 | $5.52M | Buy |
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|
2024
Q2 | $5.06M | Buy |
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|
2024
Q1 | $5.18M | Sell |
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|
2023
Q4 | $4.79M | Buy |
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|
2023
Q3 | $4.39M | Sell |
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|
2023
Q2 | $4.6M | Sell |
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|
2023
Q1 | $8.79M | Buy |
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|
2022
Q4 | $8.69M | Sell |
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|
2022
Q3 | $8.02M | Sell |
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|
2022
Q2 | $8.6M | Buy |
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|
2022
Q1 | $9.83M | Sell |
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|
2021
Q4 | $11.4M | Buy |
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|
2021
Q3 | $10.6M | Buy |
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|
2021
Q2 | $10.8M | Sell |
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|
2021
Q1 | $10.3M | Sell |
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|
2020
Q4 | $9.31M | Sell |
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|
2020
Q3 | $8.19M | Buy |
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|
2020
Q2 | $7.8M | Buy |
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|
2020
Q1 | $6.55M | Buy |
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|
2019
Q4 | $8.72M | Buy |
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