Elevated Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.05K | Hold |
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|
2025
Q4 | $6.94K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $563K | Sell |
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|
2024
Q2 | $528K | Sell |
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|
2024
Q1 | $553K | Buy |
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|
2023
Q4 | $233K | Sell |
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|
2023
Q3 | $219K | Sell |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $276K | Buy |
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