Formidable Asset Management’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 | $277K | Sell |
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|
2025
Q2 | $269K | Hold |
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|
2025
Q1 | $269K | Hold |
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|
2024
Q4 | $264K | Hold |
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|
2024
Q3 | $271K | Sell |
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|
2024
Q2 | $262K | Buy |
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|
2024
Q1 | $219K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $217K | Hold |
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|
2021
Q4 | $222K | Hold |
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|
2021
Q3 | $205K | Sell |
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|
2021
Q2 | $374K | Buy |
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|
2021
Q1 | $200K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $220K | Sell |
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|
2019
Q3 | $242K | Hold |
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|
2019
Q2 | $243K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $245K | Sell |
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|
2017
Q2 | $244K | Buy |
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|
2017
Q1 | $221K | Buy |
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