Galvin Gaustad & Stein’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 | $511K | Buy |
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|
2025
Q2 | $476K | Hold |
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|
2025
Q1 | $462K | Hold |
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|
2024
Q4 | $454K | Hold |
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|
2024
Q3 | $466K | Sell |
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|
2024
Q2 | $432K | Sell |
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|
2024
Q1 | $453K | Sell |
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|
2023
Q4 | $530K | Buy |
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|
2023
Q3 | $483K | Sell |
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|
2023
Q2 | $510K | Sell |
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|
2023
Q1 | $538K | Sell |
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|
2022
Q4 | $579K | Sell |
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|
2022
Q3 | $527K | Sell |
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|
2022
Q2 | $589K | Buy |
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|
2022
Q1 | $640K | Sell |
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|
2021
Q4 | $661K | Sell |
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|
2021
Q3 | $617K | Sell |
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|
2021
Q2 | $666K | Buy |
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|
2021
Q1 | $636K | Sell |
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|
2020
Q4 | $584K | Buy |
|