Heck Capital Advisors’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 | $4.2M | Sell |
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|
2025
Q2 | $5.04M | Buy |
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|
2025
Q1 | $2.36M | Buy |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $253K | Sell |
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|
2024
Q2 | $241K | Sell |
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|
2024
Q1 | $265K | Buy |
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|
2023
Q4 | $53.7K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $434K | Sell |
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|
2023
Q1 | $492K | Sell |
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|
2022
Q4 | $493K | Sell |
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|
2022
Q3 | $475K | Sell |
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|
2022
Q2 | $535K | Buy |
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