Hillcrest 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
Q2 | $5M | Sell |
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|
2025
Q1 | $4.9M | Sell |
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|
2024
Q4 | $4.85M | Sell |
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|
2024
Q3 | $5.06M | Hold |
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|
2024
Q2 | $4.65M | Sell |
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|
2024
Q1 | $4.81M | Sell |
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|
2023
Q4 | $4.51M | Sell |
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|
2023
Q3 | $4.22M | Sell |
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|
2023
Q2 | $4.39M | Sell |
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|
2023
Q1 | $4.32M | Sell |
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|
2022
Q4 | $4.55M | Buy |
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|
2022
Q3 | $3.64M | Sell |
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|
2022
Q2 | $3.91M | Buy |
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|
2022
Q1 | $4.19M | Sell |
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|
2021
Q4 | $4.82M | Sell |
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|
2021
Q3 | $4.55M | Sell |
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|
2021
Q2 | $4.64M | Sell |
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|
2021
Q1 | $4.97M | Buy |
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|
2020
Q4 | $4.45M | Sell |
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|
2020
Q3 | $3.98M | Buy |
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|
2020
Q2 | $3.62M | Hold |
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|
2020
Q1 | $3.18M | Sell |
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|
2019
Q4 | $4.83M | Buy |
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|
2019
Q3 | $4.48M | Sell |
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|
2019
Q2 | $4.47M | Sell |
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|
2019
Q1 | $4.35M | Sell |
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|
2018
Q4 | $3.93M | Buy |
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