Hazlett, Burt & Watson’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 | $381K | Sell |
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|
2025
Q1 | $410K | Sell |
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|
2024
Q4 | $629K | Sell |
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|
2024
Q3 | $677K | Buy |
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|
2024
Q2 | $367K | Sell |
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|
2024
Q1 | $388K | Sell |
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|
2023
Q4 | $362K | Sell |
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $183K | Buy |
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|
2023
Q1 | $17K | Sell |
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|
2022
Q4 | $19K | Buy |
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|
2022
Q3 | $16K | Buy |
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|
2022
Q2 | $17K | Buy |
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|
2022
Q1 | $18K | Buy |
|