Icon Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Icon Wealth Partners’s Portfolio IWD Stock Details IWD Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.2M	Hold
2023 Q2	$2.29M	Hold
2023 Q1	$2.21M	Buy
2022 Q2	$2.34M	Sell
2022 Q1	$2.72M	Buy
2021 Q4	$2.56M	Sell
2021 Q3	$2.8M	Sell
2021 Q2	$2.83M	Sell
2021 Q1	$2.71M	Buy
2020 Q4	$2.15M	Hold
2020 Q3	$1.85M	Hold
2020 Q2	$1.77M	Hold
2020 Q1	$1.56M	Sell
2019 Q4	$2.4M	Sell
2019 Q3	$2.25M	Sell
2019 Q2	$2.24M	Buy
2019 Q1	$2.17M	Sell
2018 Q4	$2.44M	Sell
2018 Q3	$3.4M	Buy
2018 Q2	$3.25M	Sell
2018 Q1	$3.45M	Sell
2017 Q4	$4.46M	Buy