Fulton Breakefield Broenniman’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 | $217K | Buy |
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|
2025
Q2 | $202K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $235K | Hold |
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|
2024
Q3 | $240K | Sell |
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|
2024
Q2 | $225K | Buy |
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|
2024
Q1 | $229K | Hold |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $221K | Hold |
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|
2022
Q4 | $220K | Sell |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $297K | Buy |
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|
2022
Q1 | $278K | Buy |
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|
2021
Q4 | $263K | Buy |
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