Evergreen 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 | $821K | Buy |
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|
2025
Q1 | $768K | Buy |
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|
2024
Q4 | $613K | Sell |
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|
2024
Q3 | $850K | Sell |
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|
2024
Q2 | $819K | Hold |
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|
2024
Q1 | $841K | Sell |
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|
2023
Q4 | $796K | Hold |
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|
2023
Q3 | $731K | Buy |
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|
2023
Q2 | $743K | Hold |
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|
2023
Q1 | $716K | Sell |
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|
2022
Q4 | $764K | Sell |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $830K | Buy |
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|
2022
Q1 | $809K | Buy |
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|
2021
Q4 | $713K | Sell |
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|
2021
Q3 | $757K | Buy |
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|
2021
Q2 | $545K | Hold |
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|
2021
Q1 | $545K | Buy |
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|
2020
Q4 | $412K | Buy |
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