Horan Securities’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 | $686K | Buy |
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|
2025
Q1 | $662K | Sell |
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|
2024
Q4 | $652K | Sell |
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|
2024
Q3 | $671K | Sell |
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|
2024
Q2 | $648K | Buy |
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|
2024
Q1 | $651K | Sell |
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|
2023
Q4 | $700K | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.48M | Sell |
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|
2023
Q1 | $1.43M | Buy |
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|
2022
Q4 | $1.42M | Sell |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $1.62M | Sell |
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|
2022
Q1 | $1.95M | Sell |
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|
2021
Q4 | $2.02M | Buy |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $1.69M | Sell |
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|
2020
Q4 | $1.71M | Sell |
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|
2020
Q3 | $1.53M | Sell |
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|
2020
Q2 | $1.47M | Sell |
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|
2020
Q1 | $1.34M | Sell |
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|
2019
Q4 | $3.29M | Sell |
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|
2019
Q3 | $3.12M | Sell |
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|
2019
Q2 | $3.15M | Sell |
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|
2019
Q1 | $10.9M | Sell |
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|
2018
Q4 | $10.4M | Buy |
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|
2018
Q3 | $11M | Buy |
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|
2018
Q2 | $10.9M | Buy |
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|
2018
Q1 | $10.4M | Buy |
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|
2017
Q4 | $10.4M | Buy |
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|
2017
Q3 | $9.41M | Sell |
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|
2017
Q2 | $9.62M | Buy |
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|
2017
Q1 | $8.86M | Sell |
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|
2016
Q4 | $9.09M | Buy |
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|
2016
Q3 | $7.46M | Buy |
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|
2016
Q2 | $6.52M | Buy |
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|
2016
Q1 | $4.75M | Buy |
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