Harbor Investment Advisory’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 | $3.8M | Buy |
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|
2025
Q1 | $3.68M | Buy |
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|
2024
Q4 | $3.61M | Buy |
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|
2024
Q3 | $3.69M | Buy |
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|
2024
Q2 | $3.38M | Buy |
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|
2024
Q1 | $3.47M | Buy |
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|
2023
Q4 | $3.19M | Buy |
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|
2023
Q3 | $2.92M | Hold |
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|
2023
Q2 | $3.03M | Buy |
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|
2023
Q1 | $2.92M | Sell |
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|
2022
Q4 | $2.95M | Buy |
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|
2022
Q3 | $2.62M | Buy |
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|
2022
Q2 | $2.73M | Buy |
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|
2022
Q1 | $3.11M | Buy |
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|
2021
Q4 | $3.14M | Sell |
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|
2021
Q3 | $2.95M | Buy |
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|
2021
Q2 | $2.99M | Buy |
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|
2021
Q1 | $2.85M | Buy |
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|
2020
Q4 | $2.56M | Buy |
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|
2020
Q3 | $2.21M | Sell |
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|
2020
Q2 | $2.14M | Sell |
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|
2020
Q1 | $2.19M | Sell |
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|
2019
Q4 | $3.04M | Buy |
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