Grimes & Company’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 | $2.19M | Buy |
|
|||||
|
2025
Q1 | $2.11M | Buy |
|
|||||
|
2024
Q4 | $1.83M | Sell |
|
|||||
|
2024
Q3 | $1.88M | Buy |
|
|||||
|
2024
Q2 | $1.72M | Buy |
|
|||||
|
2024
Q1 | $1.74M | Sell |
|
|||||
|
2023
Q4 | $1.69M | Sell |
|
|||||
|
2023
Q3 | $1.61M | Buy |
|
|||||
|
2023
Q2 | $1.57M | Buy |
|
|||||
|
2023
Q1 | $1.46M | Buy |
|
|||||
|
2022
Q4 | $1.33M | Sell |
|
|||||
|
2022
Q3 | $1.38M | Buy |
|
|||||
|
2022
Q2 | $1.18M | Sell |
|
|||||
|
2022
Q1 | $1.35M | Sell |
|
|||||
|
2021
Q4 | $1.41M | Buy |
|
|||||
|
2021
Q3 | $1.27M | Sell |
|
|||||
|
2021
Q2 | $1.29M | Buy |
|
|||||
|
2021
Q1 | $1.21M | Buy |
|
|||||
|
2020
Q4 | $965K | Buy |
|
|||||
|
2020
Q3 | $788K | Buy |
|
|||||
|
2020
Q2 | $743K | Hold |
|
|||||
|
2020
Q1 | $654K | Sell |
|
|||||
|
2019
Q4 | $919K | Sell |
|
|||||
|
2019
Q3 | $924K | Buy |
|
|||||
|
2019
Q2 | $525K | Buy |
|
|||||
|
2019
Q1 | $469K | Buy |
|
|||||
|
2018
Q4 | $402K | Buy |
|
|||||
|
2018
Q3 | $398K | Sell |
|
|||||
|
2018
Q2 | $434K | Sell |
|
|||||
|
2018
Q1 | $435K | Hold |
|
|||||
|
2017
Q4 | $451K | Hold |
|
|||||
|
2017
Q3 | $430K | Hold |
|
|||||
|
2017
Q2 | $423K | Sell |
|
|||||
|
2017
Q1 | $437K | Sell |
|
|||||
|
2016
Q4 | $511K | Buy |
|
|||||
|
2016
Q3 | $415K | Hold |
|
|||||
|
2016
Q2 | $406K | Buy |
|
|||||
|
2016
Q1 | $372K | Hold |
|
|||||
|
2015
Q4 | $368K | Buy |
|
|||||
|
2015
Q3 | $305K | Hold |
|
|||||
|
2015
Q2 | $337K | Buy |
|