Elk River 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 | $342K | Hold |
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|
2025
Q2 | $326K | Sell |
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|
2025
Q1 | $325K | Hold |
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|
2024
Q4 | $320K | Sell |
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|
2024
Q3 | $418K | Sell |
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|
2024
Q2 | $389K | Sell |
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|
2024
Q1 | $412K | Hold |
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|
2023
Q4 | $380K | Sell |
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|
2023
Q3 | $529K | Hold |
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|
2023
Q2 | $546K | Sell |
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|
2023
Q1 | $951K | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $963K | Buy |
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|
2022
Q2 | $280K | Sell |
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|
2022
Q1 | $348K | Hold |
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|
2021
Q4 | $352K | Hold |
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|
2021
Q3 | $328K | Hold |
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|
2021
Q2 | $333K | Hold |
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|
2021
Q1 | $318K | Hold |
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|
2020
Q4 | $287K | Buy |
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