Elm Partners 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 | $362K | Buy |
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|
2025
Q2 | $219K | Sell |
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|
2025
Q1 | $298K | Sell |
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|
2024
Q4 | $293K | Sell |
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|
2024
Q3 | $308K | Hold |
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|
2024
Q2 | $284K | Sell |
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|
2024
Q1 | $301K | Buy |
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|
2023
Q4 | $243K | Sell |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $307K | Buy |
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|
2023
Q1 | $289K | Sell |
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|
2022
Q4 | $310K | Buy |
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|
2022
Q3 | $248K | Buy |
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|
2022
Q2 | $204K | Sell |
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|
2022
Q1 | $298K | Sell |
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|
2021
Q4 | $306K | Buy |
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|
2021
Q3 | $282K | Sell |
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|
2021
Q2 | $290K | Sell |
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|
2021
Q1 | $283K | Sell |
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|
2020
Q4 | $263K | Sell |
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|
2020
Q3 | $236K | Sell |
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|
2020
Q2 | $285K | Sell |
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|
2020
Q1 | $277K | Sell |
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|
2019
Q4 | $784K | Sell |
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|
2019
Q3 | $1.14M | Sell |
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|
2019
Q2 | $1.45M | Sell |
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|
2019
Q1 | $1.42M | Sell |
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|
2018
Q4 | $1.28M | Buy |
|