Essex Savings Bank’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 | $522K | Sell |
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|
2025
Q1 | $513K | Sell |
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|
2024
Q4 | $509K | Buy |
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|
2024
Q3 | $500K | Sell |
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|
2024
Q2 | $464K | Sell |
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|
2024
Q1 | $528K | Hold |
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|
2023
Q4 | $528K | Buy |
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|
2023
Q3 | $442K | Buy |
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|
2023
Q2 | $364K | Hold |
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|
2023
Q1 | $352K | Sell |
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|
2022
Q4 | $443K | Buy |
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|
2022
Q3 | $306K | Sell |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $392K | Sell |
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|
2021
Q4 | $476K | Buy |
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|
2021
Q3 | $395K | Sell |
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|
2021
Q2 | $392K | Hold |
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|
2021
Q1 | $349K | Hold |
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|
2020
Q4 | $333K | Buy |
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