Greenleaf Trust’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 | $1.45M | Sell |
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|
2025
Q2 | $1.43M | Buy |
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|
2025
Q1 | $1.38M | Sell |
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|
2024
Q4 | $1.51M | Sell |
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|
2024
Q3 | $1.55M | Buy |
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|
2024
Q2 | $885K | Sell |
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|
2024
Q1 | $945K | Sell |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $799K | Sell |
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|
2023
Q1 | $789K | Sell |
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|
2022
Q4 | $831K | Buy |
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|
2022
Q3 | $723K | Buy |
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|
2022
Q2 | $676K | Hold |
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|
2022
Q1 | $774K | Buy |
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|
2021
Q4 | $760K | Buy |
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|
2021
Q3 | $640K | Buy |
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|
2021
Q2 | $296K | Hold |
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|
2021
Q1 | $283K | Hold |
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|
2020
Q4 | $255K | Buy |
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|
2020
Q3 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $220K | Hold |
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|
2019
Q3 | $207K | Sell |
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|
2019
Q2 | $225K | Sell |
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|
2019
Q1 | $234K | Hold |
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|
2018
Q4 | $210K | Hold |
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|
2018
Q3 | $240K | Buy |
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