First Foundation 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 | $1.04M | Buy |
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|
2025
Q1 | $977K | Sell |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $919K | Buy |
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|
2024
Q1 | $924K | Sell |
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|
2023
Q4 | $926K | Sell |
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|
2023
Q3 | $1.69M | Buy |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $711K | Buy |
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|
2022
Q3 | $635K | Sell |
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|
2022
Q2 | $708K | Buy |
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|
2022
Q1 | $545K | Hold |
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|
2021
Q4 | $551K | Sell |
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|
2021
Q3 | $528K | Sell |
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|
2021
Q2 | $632K | Sell |
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|
2021
Q1 | $900K | Buy |
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|
2020
Q4 | $351K | Hold |
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|
2020
Q3 | $303K | Sell |
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|
2020
Q2 | $331K | Sell |
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|
2020
Q1 | $352K | Sell |
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|
2019
Q4 | $894K | Buy |
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|
2019
Q3 | $424K | Buy |
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|
2019
Q2 | $420K | Buy |
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|
2019
Q1 | $353K | Sell |
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|
2018
Q4 | $880K | Buy |
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|
2018
Q3 | $308K | Hold |
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|
2018
Q2 | $295K | Hold |
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|
2018
Q1 | $292K | Sell |
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|
2017
Q4 | $358K | Hold |
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|
2017
Q3 | $341K | Hold |
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|
2017
Q2 | $335K | Hold |
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|
2017
Q1 | $331K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $393K | Sell |
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|
2015
Q4 | $441K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $349K | Buy |
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