Gibson Capital’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 | $417K | Hold |
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|
2025
Q1 | $404K | Hold |
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|
2024
Q4 | $397K | Hold |
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|
2024
Q3 | $407K | Hold |
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|
2024
Q2 | $374K | Hold |
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|
2024
Q1 | $384K | Hold |
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|
2023
Q4 | $355K | Sell |
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|
2023
Q3 | $335K | Hold |
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|
2023
Q2 | $349K | Hold |
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|
2023
Q1 | $336K | Hold |
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|
2022
Q4 | $335K | Hold |
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|
2022
Q3 | $299K | Buy |
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|
2022
Q2 | $307K | Hold |
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|
2022
Q1 | $354K | Hold |
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|
2021
Q4 | $359K | Hold |
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|
2021
Q3 | $333K | Hold |
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|
2021
Q2 | $338K | Hold |
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|
2021
Q1 | $322K | Hold |
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|
2020
Q4 | $293K | Hold |
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|
2020
Q3 | $252K | Hold |
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|
2020
Q2 | $241K | Hold |
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|
2020
Q1 | $210K | Hold |
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|
2019
Q4 | $290K | Hold |
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|
2019
Q3 | $274K | Hold |
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|
2019
Q2 | $269K | Hold |
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|
2019
Q1 | $263K | Hold |
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|
2018
Q4 | $236K | Hold |
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|
2018
Q3 | $269K | Hold |
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|
2018
Q2 | $258K | Hold |
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|
2018
Q1 | $253K | Hold |
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|
2017
Q4 | $263K | Hold |
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|
2017
Q3 | $254K | Hold |
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|
2017
Q2 | $247K | Buy |
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|
2017
Q1 | $197K | Buy |
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