Encompass Wealth 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 | $1.13M | Hold |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $1.08M | Hold |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $961K | Buy |
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|
2023
Q3 | $883K | Hold |
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|
2023
Q2 | $918K | Buy |
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|
2023
Q1 | $885K | Buy |
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|
2022
Q4 | $656K | Buy |
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|
2022
Q3 | $588K | Buy |
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|
2022
Q2 | $627K | Buy |
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