Echo 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 | $290K | Hold |
|
|||||
|
2025
Q2 | $276K | Sell |
|
|||||
|
2025
Q1 | $269K | Sell |
|
|||||
|
2024
Q4 | $266K | Hold |
|
|||||
|
2024
Q3 | $272K | Sell |
|
|||||
|
2024
Q2 | $281K | Sell |
|
|||||
|
2024
Q1 | $290K | Sell |
|
|||||
|
2023
Q4 | $332K | Sell |
|
|||||
|
2023
Q3 | $478K | Sell |
|
|||||
|
2023
Q2 | $524K | Sell |
|
|||||
|
2023
Q1 | $578K | Sell |
|
|||||
|
2022
Q4 | $651K | Sell |
|
|||||
|
2022
Q3 | $896K | Sell |
|
|||||
|
2022
Q2 | $951K | Sell |
|
|||||
|
2022
Q1 | $1.08M | Sell |
|
|||||
|
2021
Q4 | $1.12M | Sell |
|
|||||
|
2021
Q3 | $1.09M | Sell |
|
|||||
|
2021
Q2 | $1.08M | Sell |
|
|||||
|
2021
Q1 | $1.09M | Sell |
|
|||||
|
2020
Q4 | $1.2M | Buy |
|