FineMark National Bank & Trust’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 | $433K | Sell |
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|
2025
Q1 | $427K | Sell |
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|
2024
Q4 | $449K | Buy |
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|
2024
Q3 | $453K | Sell |
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|
2024
Q2 | $418K | Buy |
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|
2024
Q1 | $364K | Sell |
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|
2023
Q4 | $351K | Hold |
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|
2023
Q3 | $322K | Buy |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $287K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $205K | Sell |
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|
2022
Q2 | $297K | Sell |
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|
2022
Q1 | $351K | Sell |
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|
2021
Q4 | $393K | Sell |
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|
2021
Q3 | $447K | Hold |
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|
2021
Q2 | $453K | Sell |
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|
2021
Q1 | $449K | Buy |
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|
2020
Q4 | $393K | Sell |
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|
2020
Q3 | $357K | Buy |
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|
2020
Q2 | $328K | Sell |
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|
2020
Q1 | $299K | Sell |
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|
2019
Q4 | $420K | Sell |
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|
2019
Q3 | $400K | Sell |
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|
2019
Q2 | $886K | Buy |
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|
2019
Q1 | $839K | Sell |
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|
2018
Q4 | $870K | Hold |
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|
2018
Q3 | $992K | Buy |
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|
2018
Q2 | $932K | Sell |
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|
2018
Q1 | $992K | Buy |
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|
2017
Q4 | $959K | Buy |
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|
2017
Q3 | $404K | Sell |
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|
2017
Q2 | $441K | Buy |
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|
2017
Q1 | $386K | Sell |
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|
2016
Q4 | $501K | Hold |
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|
2016
Q3 | $472K | Buy |
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|
2016
Q2 | $461K | Sell |
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|
2016
Q1 | $591K | Buy |
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|
2015
Q4 | $416K | Buy |
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|
2015
Q3 | $397K | Buy |
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|
2015
Q2 | $439K | Sell |
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|
2015
Q1 | $488K | Buy |
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|
2014
Q4 | $400K | Buy |
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|
2014
Q3 | $367K | Buy |
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|
2014
Q2 | $372K | Sell |
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|
2014
Q1 | $360K | Sell |
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|
2013
Q4 | $356K | Buy |
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|
2013
Q3 | $326K | Hold |
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|
2013
Q2 | $317K | Buy |
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