Glassman Wealth Services’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 | $613K | Hold |
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|
2025
Q1 | $594K | Buy |
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|
2024
Q4 | $576K | Hold |
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|
2024
Q3 | $590K | Sell |
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|
2024
Q2 | $551K | Hold |
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|
2024
Q1 | $566K | Buy |
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|
2023
Q4 | $458K | Sell |
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|
2023
Q3 | $426K | Sell |
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|
2023
Q2 | $514K | Hold |
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|
2023
Q1 | $496K | Hold |
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|
2022
Q4 | $494K | Sell |
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|
2022
Q3 | $454K | Hold |
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|
2022
Q2 | $484K | Sell |
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|
2022
Q1 | $602K | Hold |
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|
2021
Q4 | $609K | Buy |
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|
2021
Q3 | $555K | Sell |
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|
2021
Q2 | $566K | Buy |
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|
2021
Q1 | $529K | Hold |
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|
2020
Q4 | $477K | Sell |
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|
2020
Q3 | $430K | Buy |
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|
2020
Q2 | $393K | Sell |
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|
2020
Q1 | $353K | Hold |
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|
2019
Q4 | $486K | Buy |
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|
2019
Q3 | $395K | Hold |
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|
2019
Q2 | $392K | Hold |
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|
2019
Q1 | $380K | Hold |
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|
2018
Q4 | $342K | Hold |
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|
2018
Q3 | $390K | Hold |
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|
2018
Q2 | $374K | Hold |
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|
2018
Q1 | $369K | Sell |
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|
2017
Q4 | $389K | Buy |
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|
2017
Q3 | $362K | Hold |
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|
2017
Q2 | $355K | Hold |
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|
2017
Q1 | $351K | Hold |
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|
2016
Q4 | $342K | Sell |
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|
2016
Q3 | $430K | Buy |
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