Heritage Financial Services’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 | $469K | Hold |
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|
2025
Q2 | $448K | Sell |
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|
2025
Q1 | $486K | Sell |
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|
2024
Q4 | $498K | Buy |
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|
2024
Q3 | $438K | Hold |
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|
2024
Q2 | $402K | Sell |
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|
2024
Q1 | $443K | Hold |
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|
2023
Q4 | $409K | Hold |
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|
2023
Q3 | $375K | Buy |
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|
2023
Q2 | $364K | Hold |
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|
2023
Q1 | $351K | Hold |
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|
2022
Q4 | $350K | Hold |
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|
2022
Q3 | $313K | Hold |
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|
2022
Q2 | $334K | Hold |
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|
2022
Q1 | $382K | Hold |
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|
2021
Q4 | $387K | Buy |
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