Essex Financial Services’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 | $3.45M | Buy |
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|
2025
Q1 | $3.25M | Buy |
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|
2024
Q4 | $3.13M | Sell |
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|
2024
Q3 | $3.26M | Buy |
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|
2024
Q2 | $3.03M | Buy |
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|
2024
Q1 | $2.86M | Sell |
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|
2023
Q4 | $2.64M | Buy |
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|
2023
Q3 | $2.03M | Buy |
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|
2023
Q2 | $1.52M | Buy |
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|
2023
Q1 | $1.43M | Sell |
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|
2022
Q4 | $1.59M | Sell |
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|
2022
Q3 | $1.47M | Buy |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $1.37M | Buy |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $829K | Hold |
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|
2021
Q1 | $829K | Buy |
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|
2020
Q4 | $731K | Buy |
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|
2020
Q3 | $504K | Buy |
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|
2020
Q2 | $344K | Hold |
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|
2020
Q1 | $303K | Buy |
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|
2019
Q4 | $314K | Sell |
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|
2019
Q3 | $298K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $741K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $534K | Buy |
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|
2017
Q1 | $342K | Buy |
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|
2016
Q4 | $227K | Buy |
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