Hoese & 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 | $1.01M | Sell |
|
|||||
|
2025
Q2 | $983K | Sell |
|
|||||
|
2025
Q1 | $983K | Hold |
|
|||||
|
2024
Q4 | $967K | Sell |
|
|||||
|
2024
Q3 | $992K | Hold |
|
|||||
|
2024
Q2 | $925K | Hold |
|
|||||
|
2024
Q1 | $895K | Hold |
|
|||||
|
2023
Q4 | $823K | Hold |
|
|||||
|
2023
Q3 | $793K | Sell |
|
|||||
|
2023
Q2 | $910K | Hold |
|
|||||
|
2023
Q1 | $887K | Hold |
|
|||||
|
2022
Q4 | $917K | Hold |
|
|||||
|
2022
Q3 | $784K | Hold |
|
|||||
|
2022
Q2 | $836K | Hold |
|
|||||
|
2022
Q1 | $956K | Hold |
|
|||||
|
2021
Q4 | $968K | Hold |
|
|||||
|
2021
Q3 | $902K | Hold |
|
|||||
|
2021
Q2 | $915K | Hold |
|
|||||
|
2021
Q1 | $874K | Buy |
|