HM Payson & Co’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 | $271K | Sell |
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|
2025
Q2 | $305K | Buy |
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|
2025
Q1 | $250K | Hold |
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|
2024
Q4 | $246K | Hold |
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|
2024
Q3 | $252K | Hold |
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|
2024
Q2 | $232K | Hold |
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|
2024
Q1 | $238K | Hold |
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|
2023
Q4 | $220K | Hold |
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|
2023
Q3 | $202K | Hold |
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|
2023
Q2 | $210K | Hold |
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|
2023
Q1 | $202K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $95K | Hold |
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|
2022
Q2 | $101K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $13K | Sell |
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|
2019
Q2 | $23K | Buy |
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