Hemington Wealth Management’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 | $1.02M | Sell |
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|
2025
Q2 | $981K | Sell |
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|
2025
Q1 | $953K | Sell |
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|
2024
Q4 | $953K | Buy |
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|
2024
Q3 | $966K | Buy |
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|
2024
Q2 | $895K | Sell |
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|
2024
Q1 | $993K | Buy |
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|
2023
Q4 | $675K | Hold |
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|
2023
Q3 | $620K | Hold |
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|
2023
Q2 | $645K | Hold |
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|
2023
Q1 | $622K | Sell |
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|
2022
Q4 | $623K | Hold |
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|
2022
Q3 | $559K | Sell |
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|
2022
Q2 | $597K | Hold |
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|
2022
Q1 | $684K | Buy |
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|
2021
Q4 | $517K | Sell |
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|
2021
Q3 | $653K | Sell |
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|
2021
Q2 | $666K | Sell |
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|
2021
Q1 | $637K | Buy |
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|
2020
Q4 | $517K | Buy |
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