Evoke Wealth’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 | $1.55M | Buy |
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|
2025
Q1 | $602K | Hold |
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|
2024
Q4 | $593K | Buy |
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|
2024
Q3 | $435K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $410K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $272K | Hold |
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|
2023
Q2 | $281K | Sell |
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|
2023
Q1 | $316K | Hold |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $818K | Hold |
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|
2022
Q2 | $872K | Hold |
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|
2022
Q1 | $999K | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $941K | Hold |
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|
2021
Q2 | $954K | Sell |
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|
2021
Q1 | $1.57M | Buy |
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|
2020
Q4 | $128K | Buy |
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|
2020
Q3 | $107K | Hold |
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|
2020
Q2 | $102K | Sell |
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|
2020
Q1 | $324K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $36.5M | Buy |
|