Forum Financial 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 | $2.32M | Sell |
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|
2025
Q2 | $2.4M | Sell |
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|
2025
Q1 | $2.62M | Sell |
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|
2024
Q4 | $2.77M | Buy |
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|
2024
Q3 | $2.79M | Hold |
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|
2024
Q2 | $2.56M | Sell |
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|
2024
Q1 | $2.79M | Sell |
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|
2023
Q4 | $2.57M | Sell |
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|
2023
Q3 | $2.44M | Buy |
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|
2023
Q2 | $2.51M | Buy |
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|
2023
Q1 | $2.3M | Sell |
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|
2022
Q4 | $2.36M | Buy |
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|
2022
Q3 | $1.77M | Buy |
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|
2022
Q2 | $1.88M | Buy |
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|
2022
Q1 | $2.11M | Buy |
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|
2021
Q4 | $1.98M | Buy |
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