Financial 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 | $1.27M | Hold |
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|
2025
Q1 | $1.23M | Hold |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.35M | Hold |
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|
2024
Q2 | $1.24M | Hold |
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|
2024
Q1 | $1.27M | Hold |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $867K | Hold |
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|
2023
Q2 | $902K | Hold |
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|
2023
Q1 | $870K | Hold |
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|
2022
Q4 | $866K | Buy |
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|
2022
Q3 | $314K | Hold |
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|
2022
Q2 | $333K | Hold |
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|
2022
Q1 | $381K | Hold |
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|
2021
Q4 | $386K | Hold |
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|
2021
Q3 | $360K | Hold |
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|
2021
Q2 | $365K | Hold |
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|
2021
Q1 | $348K | Buy |
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|
2020
Q4 | $282K | Hold |
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|
2020
Q3 | $244K | Hold |
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|
2020
Q2 | $232K | Hold |
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|
2020
Q1 | $205K | Hold |
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|
2019
Q4 | $282K | Hold |
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|
2019
Q3 | $265K | Hold |
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|
2019
Q2 | $262K | Hold |
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|
2019
Q1 | $255K | Hold |
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|
2018
Q4 | $229K | Buy |
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