HT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $473K | Hold |
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|
2025
Q2 | $451K | Hold |
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|
2025
Q1 | $437K | Hold |
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|
2024
Q4 | $430K | Hold |
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|
2024
Q3 | $441K | Hold |
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|
2024
Q2 | $405K | Hold |
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|
2024
Q1 | $416K | Hold |
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|
2023
Q4 | $384K | Hold |
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|
2023
Q3 | $353K | Hold |
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|
2023
Q2 | $366K | Hold |
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|
2023
Q1 | $354K | Hold |
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|
2022
Q4 | $352K | Hold |
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|
2022
Q3 | $316K | Hold |
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|
2022
Q2 | $337K | Hold |
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|
2022
Q1 | $385K | Hold |
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|
2021
Q4 | $390K | Hold |
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|
2021
Q3 | $363K | Hold |
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|
2021
Q2 | $368K | Hold |
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|
2021
Q1 | $352K | Hold |
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|
2020
Q4 | $317K | Buy |
|