Highline Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $429K | Buy |
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|
2025
Q4 | $361K | Buy |
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|
2025
Q3 | $348K | Buy |
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|
2025
Q2 | $331K | Buy |
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|
2025
Q1 | $320K | Sell |
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|
2024
Q4 | $321K | Sell |
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|
2024
Q3 | $352K | Sell |
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|
2024
Q2 | $345K | Buy |
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|
2024
Q1 | $353K | Sell |
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|
2023
Q4 | $489K | Sell |
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|
2023
Q3 | $5.55M | Buy |
|