Dynamic Advisor Solutions’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 | $2.76M | Sell |
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|
2025
Q2 | $6.37M | Sell |
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|
2025
Q1 | $25M | Sell |
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|
2024
Q4 | $24.7M | Sell |
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|
2024
Q3 | $25.4M | Sell |
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|
2024
Q2 | $23.5M | Sell |
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|
2024
Q1 | $24.4M | Buy |
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|
2023
Q4 | $22.3M | Buy |
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|
2023
Q3 | $19.7M | Buy |
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|
2023
Q2 | $20.5M | Buy |
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|
2023
Q1 | $19.7M | Buy |
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|
2022
Q4 | $19.5M | Sell |
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|
2022
Q3 | $17.5M | Buy |
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|
2022
Q2 | $4.16M | Sell |
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|
2022
Q1 | $4.78M | Buy |
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|
2021
Q4 | $1.33M | Sell |
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|
2021
Q3 | $1.25M | Buy |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.2M | Buy |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $560K | Hold |
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|
2020
Q2 | $534K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $387K | Buy |
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|
2019
Q3 | $358K | Buy |
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|
2019
Q2 | $248K | Buy |
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|
2019
Q1 | $223K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $203K | Buy |
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