EP 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 | $60.8M | Buy |
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|
2025
Q1 | $58.9M | Sell |
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|
2024
Q4 | $59M | Sell |
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|
2024
Q3 | $61.4M | Buy |
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|
2024
Q2 | $54.4M | Sell |
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|
2024
Q1 | $56.5M | Sell |
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|
2023
Q4 | $53.4M | Buy |
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|
2023
Q3 | $12.5M | Buy |
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|
2023
Q2 | $14.3M | Buy |
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|
2023
Q1 | $3.47M | Sell |
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|
2022
Q4 | $13.4M | Sell |
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|
2022
Q3 | $12.5M | Buy |
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|
2022
Q2 | $11.3M | Buy |
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|
2022
Q1 | $10.8M | Buy |
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|
2021
Q4 | $10.7M | Sell |
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|
2021
Q3 | $10.1M | Sell |
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|
2021
Q2 | $10.8M | Buy |
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|
2021
Q1 | $10.3M | Sell |
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|
2020
Q4 | $9.88M | Buy |
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|
2020
Q3 | $8.09M | Sell |
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|
2020
Q2 | $8.67M | Sell |
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|
2020
Q1 | $10.7M | Buy |
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|
2019
Q4 | $12.5M | Buy |
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|
2019
Q3 | $11.6M | Buy |
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|
2019
Q2 | $10.5M | Buy |
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|
2019
Q1 | $10.2M | Sell |
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|
2018
Q4 | $9.31M | Buy |
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|
2018
Q3 | $240K | Buy |
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|
2018
Q2 | $216K | Sell |
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|
2018
Q1 | $275K | Buy |
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|
2017
Q4 | $206K | Sell |
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|
2017
Q3 | $220K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $299K | Buy |
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|
2015
Q3 | $235K | Buy |
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