Eldridge 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 | $2.1M | Hold |
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|
2025
Q1 | $2.03M | Buy |
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|
2024
Q4 | $1.9M | Sell |
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|
2024
Q3 | $1.96M | Sell |
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|
2024
Q2 | $1.83M | Buy |
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|
2024
Q1 | $1.8M | Sell |
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|
2023
Q4 | $1.73M | Sell |
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|
2023
Q3 | $1.6M | Sell |
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|
2023
Q2 | $1.98M | Buy |
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|
2023
Q1 | $1.9M | Buy |
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|
2022
Q4 | $1.84M | Buy |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.74M | Buy |
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|
2022
Q1 | $1.97M | Buy |
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|
2021
Q4 | $1.88M | Buy |
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|
2021
Q3 | $1.63M | Buy |
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|
2021
Q2 | $1.21M | Buy |
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|
2021
Q1 | $784K | Buy |
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|
2020
Q4 | $376K | Buy |
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|
2020
Q3 | $275K | Buy |
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|
2020
Q2 | $239K | Buy |
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