Fidelis Capital Partners’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
Q3 | $9.22M | Sell |
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|
2025
Q2 | $8.97M | Buy |
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|
2025
Q1 | $8.11M | Sell |
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|
2024
Q4 | $8.82M | Sell |
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|
2024
Q3 | $8.85M | Hold |
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|
2024
Q2 | $8.1M | Buy |
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|
2024
Q1 | $8.15M | Buy |
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|
2023
Q4 | $2.43M | Buy |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $383K | Buy |
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|
2023
Q1 | $215K | Buy |
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