Foundations Investment 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
Q3 | $1.13M | Buy |
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|
2025
Q2 | $979K | Sell |
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|
2025
Q1 | $956K | Buy |
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|
2024
Q4 | $753K | Buy |
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|
2024
Q3 | $653K | Buy |
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|
2024
Q2 | $528K | Sell |
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|
2024
Q1 | $590K | Sell |
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|
2023
Q4 | $564K | Buy |
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|
2023
Q3 | $421K | Buy |
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|
2023
Q2 | $400K | Buy |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $286K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $251K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $3.9M | Buy |
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