Element Pointe 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 | $1.9M | Hold |
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|
2025
Q1 | $1.84M | Hold |
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|
2024
Q4 | $1.81M | Hold |
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|
2024
Q3 | $1.85M | Hold |
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|
2024
Q2 | $1.7M | Hold |
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|
2024
Q1 | $1.75M | Hold |
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|
2023
Q4 | $1.61M | Hold |
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|
2023
Q3 | $1.48M | Hold |
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|
2023
Q2 | $1.54M | Hold |
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|
2023
Q1 | $1.49M | Hold |
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|
2022
Q4 | $1.48M | Buy |
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|
2022
Q3 | $962K | Sell |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.17M | Hold |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $425K | Hold |
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|
2021
Q2 | $431K | Sell |
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|
2021
Q1 | $894K | Buy |
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|
2020
Q4 | $573K | Buy |
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|
2020
Q3 | $311K | Buy |
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