Forum Private Client Group’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 | $339K | Buy |
|
|||||
|
2025
Q1 | $327K | Sell |
|
|||||
|
2024
Q4 | $351K | Buy |
|
|||||
|
2024
Q3 | $350K | Sell |
|
|||||
|
2024
Q2 | $336K | Sell |
|
|||||
|
2024
Q1 | $354K | Sell |
|
|||||
|
2023
Q4 | $346K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $397K | Sell |
|
|||||
|
2023
Q1 | $390K | Sell |
|
|||||
|
2022
Q4 | $477K | Buy |
|
|||||
|
2022
Q3 | $287K | Hold |
|
|||||
|
2022
Q2 | $306K | Buy |
|
|||||
|
2022
Q1 | $333K | Buy |
|