Evermay Wealth Management’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 | $2.83M | Sell |
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|
2025
Q1 | $2.93M | Sell |
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|
2024
Q4 | $2.89M | Hold |
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|
2024
Q3 | $2.97M | Sell |
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|
2024
Q2 | $2.77M | Sell |
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|
2024
Q1 | $2.87M | Sell |
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|
2023
Q4 | $2.65M | Sell |
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|
2023
Q3 | $2.52M | Sell |
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|
2023
Q2 | $2.65M | Buy |
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|
2023
Q1 | $2.55M | Sell |
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|
2022
Q4 | $2.59M | Hold |
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|
2022
Q3 | $2.32M | Buy |
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|
2022
Q2 | $2.29M | Sell |
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|
2022
Q1 | $2.65M | Buy |
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|
2021
Q4 | $516K | Sell |
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|
2021
Q3 | $559K | Hold |
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|
2021
Q2 | $567K | Sell |
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|
2021
Q1 | $566K | Sell |
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|
2020
Q4 | $543K | Hold |
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|
2020
Q3 | $469K | Hold |
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|
2020
Q2 | $447K | Hold |
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|
2020
Q1 | $394K | Hold |
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|
2019
Q4 | $542K | Hold |
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|
2019
Q3 | $509K | Hold |
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|
2019
Q2 | $505K | Hold |
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|
2019
Q1 | $491K | Hold |
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|
2018
Q4 | $441K | Buy |
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|
2018
Q3 | $500K | Hold |
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|
2018
Q2 | $479K | Hold |
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|
2018
Q1 | $473K | Hold |
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|
2017
Q4 | $491K | Hold |
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|
2017
Q3 | $468K | Hold |
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|
2017
Q2 | $459K | Hold |
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|
2017
Q1 | $453K | Hold |
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|
2016
Q4 | $442K | Hold |
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|
2016
Q3 | $417K | Hold |
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|
2016
Q2 | $407K | Hold |
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|
2016
Q1 | $390K | Sell |
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|
2015
Q4 | $404K | Hold |
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|
2015
Q3 | $385K | Hold |
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|
2015
Q2 | $426K | Buy |
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|
2015
Q1 | $407K | Hold |
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|
2014
Q4 | $412K | Hold |
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|
2014
Q3 | $395K | Hold |
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|
2014
Q2 | $400K | Hold |
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|
2014
Q1 | $381K | Hold |
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|
2013
Q4 | $372K | Buy |
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