Global Financial Private Client’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 | – | Sell |
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|
2025
Q1 | $44.2K | Hold |
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|
2024
Q4 | $43.5K | Hold |
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2024
Q3 | $44.6K | Hold |
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|
2024
Q2 | $41K | Hold |
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|
2024
Q1 | $41.9K | Hold |
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|
2023
Q4 | $38.8K | Hold |
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|
2023
Q3 | $35.3K | Hold |
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|
2023
Q2 | $37.2K | Hold |
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|
2023
Q1 | $36K | Sell |
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|
2022
Q4 | $51.6K | Hold |
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|
2022
Q3 | $47.5K | Buy |
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|
2022
Q2 | $34.5K | Hold |
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|
2022
Q1 | $39.2K | Hold |
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|
2021
Q4 | $39.5K | Hold |
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|
2021
Q3 | $37.3K | Hold |
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|
2021
Q2 | $37.5K | Hold |
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|
2021
Q1 | $35.9K | Hold |
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|
2020
Q4 | $32.1K | Buy |
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