Grandfield & Dodd’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $201K | Sell |
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|
2025
Q3 | $256K | Hold |
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|
2025
Q2 | $244K | Hold |
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|
2025
Q1 | $236K | Sell |
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|
2024
Q4 | $288K | Hold |
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|
2024
Q3 | $296K | Hold |
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|
2024
Q2 | $272K | Hold |
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|
2024
Q1 | $279K | Hold |
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|
2023
Q4 | $257K | Hold |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $237K | Buy |
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|
2022
Q4 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Buy |
|