HHM Wealth 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 | $51.7K | Hold |
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|
2025
Q2 | $49.3K | Buy |
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|
2025
Q1 | $46.9K | Hold |
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|
2024
Q4 | $46.1K | Hold |
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|
2024
Q3 | $47.3K | Hold |
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|
2024
Q2 | $43.4K | Buy |
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|
2024
Q1 | $33.9K | Hold |
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|
2023
Q4 | $31.2K | Buy |
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|
2023
Q3 | $17.9K | Sell |
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|
2023
Q2 | $60K | Hold |
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|
2023
Q1 | $57.9K | Hold |
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|
2022
Q4 | $57.6K | Hold |
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|
2022
Q3 | $52K | Sell |
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|
2022
Q2 | $83K | Hold |
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|
2022
Q1 | $95K | Hold |
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|
2021
Q4 | $96K | Hold |
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|
2021
Q3 | $89K | Hold |
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|
2021
Q2 | $91K | Hold |
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|
2021
Q1 | $87K | Buy |
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|
2020
Q4 | $53K | Sell |
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|
2020
Q3 | $52K | Hold |
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|
2020
Q2 | $50K | Hold |
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|
2020
Q1 | $44K | Buy |
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