Fort Sheridan 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 | $608K | Sell |
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|
2025
Q1 | $823K | Buy |
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|
2024
Q4 | $794K | Buy |
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|
2024
Q3 | $739K | Buy |
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|
2024
Q2 | $642K | Buy |
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|
2024
Q1 | $624K | Buy |
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|
2023
Q4 | $494K | Buy |
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|
2023
Q3 | $450K | Buy |
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|
2023
Q2 | $459K | Buy |
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|
2023
Q1 | $420K | Buy |
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|
2022
Q4 | $384K | Buy |
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|
2022
Q3 | $296K | Buy |
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|
2022
Q2 | $314K | Buy |
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|
2022
Q1 | $359K | Buy |
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|
2021
Q4 | $358K | Buy |
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|
2021
Q3 | $331K | Sell |
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|
2021
Q2 | $340K | Buy |
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|
2021
Q1 | $249K | Buy |
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