Greenhouse Wealth Management’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 | $248K | Buy |
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|
2025
Q2 | $235K | Buy |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $226K | Sell |
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|
2024
Q3 | $233K | Sell |
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|
2024
Q2 | $250K | Sell |
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|
2024
Q1 | $263K | Buy |
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|
2023
Q4 | $242K | Buy |
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|
2023
Q3 | $220K | Sell |
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|
2023
Q2 | $245K | Buy |
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|
2023
Q1 | $236K | Buy |
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|
2022
Q4 | $234K | Buy |
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|
2022
Q3 | $208K | Hold |
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|
2022
Q2 | $222K | Buy |
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|
2022
Q1 | $253K | Buy |
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|
2021
Q4 | $255K | Buy |
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|
2021
Q3 | $236K | Hold |
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|
2021
Q2 | $239K | Buy |
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|
2021
Q1 | $227K | Hold |
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|
2020
Q4 | $205K | Buy |
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