High Net Worth Advisory Group’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 | $214K | Hold |
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2025
Q1 | $207K | Hold |
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2024
Q4 | $204K | Sell |
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2024
Q3 | $214K | Sell |
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2024
Q2 | $202K | Hold |
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2024
Q1 | $208K | Buy |
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2023
Q1 | – | Sell |
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2022
Q4 | $173K | Buy |
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2022
Q3 | $128K | Sell |
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2022
Q2 | $138K | Sell |
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2022
Q1 | $168K | Sell |
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2021
Q4 | $601K | Buy |
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