Edgemoor Investment Advisors’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
Q2 | $487K | Hold |
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|
2025
Q1 | $472K | Sell |
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|
2024
Q4 | $538K | Hold |
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|
2024
Q3 | $552K | Hold |
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|
2024
Q2 | $507K | Hold |
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|
2024
Q1 | $520K | Hold |
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|
2023
Q4 | $480K | Hold |
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|
2023
Q3 | $441K | Buy |
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|
2023
Q2 | $238K | Hold |
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|
2023
Q1 | $229K | Sell |
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|
2022
Q4 | $296K | Buy |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $218K | Hold |
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|
2022
Q1 | $250K | Buy |
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