Empire Financial Management Company’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 | $733K | Sell |
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|
2025
Q2 | $709K | Sell |
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|
2025
Q1 | $707K | Hold |
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|
2024
Q4 | $696K | Hold |
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|
2024
Q3 | $713K | Hold |
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|
2024
Q2 | $656K | Sell |
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|
2024
Q1 | $687K | Hold |
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|
2023
Q4 | $634K | Hold |
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|
2023
Q3 | $583K | Hold |
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|
2023
Q2 | $606K | Sell |
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|
2023
Q1 | $618K | Buy |
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